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 | $102,374 | $42,894+138.7% | $60,874+68.2% | $68,494+49.5% |
| Participation rate | 88.9% | 66.8%+22.1pp | 73.1%+15.8pp | 67.9%+21.0pp |
| Annual return | -18.88% | -13.98%-4.9pp | 16.90%-35.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,209 | $2,867+46.8% | $3,817+10.3% | $4,027+4.5% |
| Admin fee / account holder | $1,107 | $3,101-64.3% | $3,224-65.7% | $5,403-79.5% |