See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,869 | $73,867+121.8% | $143,757+14.0% | $68,494+139.2% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.00% | 1.01%-22.0pp | -0.04%-21.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $4,704 | $3,184+47.7% | $4,951-5.0% | $2,596+81.2% |
| Participant deferral / active EE | $6,140 | $3,384+81.4% | $5,637+8.9% | $4,027+52.5% |
| Admin fee / account holder | $3,332 | $5,755-42.1% | $14,673-77.3% | $5,403-38.3% |