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 | $96,303 | $42,894+124.5% | $60,874+58.2% | $68,494+40.6% |
| Participation rate | 96.9% | 66.8%+30.1pp | 73.1%+23.8pp | 67.9%+29.0pp |
| Annual return | -22.81% | -13.98%-8.8pp | 16.90%-39.7pp | -7.84%-15.0pp |
| Employer contribution / active EE | $4,585 | $1,978+131.8% | $2,701+69.7% | $2,596+76.6% |
| Participant deferral / active EE | $2,290 | $2,867-20.1% | $3,817-40.0% | $4,027-43.1% |
| Admin fee / account holder | $2,208 | $3,101-28.8% | $3,224-31.5% | $5,403-59.1% |