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 | $154,895 | $46,674+231.9% | $117,472+31.9% | $68,494+126.1% |
| Participation rate | 81.9% | 56.8%+25.2pp | 70.6%+11.4pp | 67.9%+14.1pp |
| Annual return | -22.13% | -14.52%-7.6pp | 29.74%-51.9pp | -7.84%-14.3pp |
| Employer contribution / active EE | $4,652 | $1,505+209.2% | $4,176+11.4% | $2,596+79.2% |
| Participant deferral / active EE | $8,192 | $2,636+210.8% | $4,070+101.3% | $4,027+103.4% |
| Admin fee / account holder | $3,498 | $4,020-13.0% | $5,645-38.0% | $5,403-35.3% |