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 | $114,519 | $73,004+56.9% | $90,749+26.2% | $68,494+67.2% |
| Participation rate | 100.0% | 70.8%+29.2pp | 75.7%+24.3pp | 67.9%+32.1pp |
| Annual return | -19.06% | -13.81%-5.2pp | -12.16%-6.9pp | -7.84%-11.2pp |
| Employer contribution / active EE | $8,734 | $2,193+298.3% | $2,921+199.0% | $2,596+236.4% |
| Participant deferral / active EE | $9,485 | $3,627+161.5% | $4,564+107.8% | $4,027+135.5% |
| Admin fee / account holder | $2,929 | $5,896-50.3% | $8,445-65.3% | $5,403-45.8% |