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 | $115,593 | $81,900+41.1% | $119,609-3.4% | $68,494+68.8% |
| Participation rate | 76.0% | 71.9%+4.1pp | 79.3%-3.3pp | 67.9%+8.1pp |
| Annual return | -19.35% | -23.82%+4.5pp | -14.97%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $4,451 | $2,693+65.2% | $4,232+5.2% | $2,596+71.4% |
| Participant deferral / active EE | $9,186 | $4,148+121.5% | $5,602+64.0% | $4,027+128.1% |
| Admin fee / account holder | $4,338 | $6,582-34.1% | $10,323-58.0% | $5,403-19.7% |