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 | $104,737 | $73,933+41.7% | $96,683+8.3% | $75,163+39.3% |
| Participation rate | 88.4% | 66.4%+22.0pp | 74.3%+14.0pp | 67.2%+21.2pp |
| Annual return | -6.12% | 26.70%-32.8pp | 35.69%-41.8pp | 160.62%-166.7pp |
| Employer contribution / active EE | $2,344 | $2,928-20.0% | $3,737-37.3% | $2,670-12.2% |
| Participant deferral / active EE | $4,005 | $3,659+9.5% | $4,878-17.9% | $4,125-2.9% |
| Admin fee / account holder | $12,604 | $5,216+141.6% | $6,730+87.3% | $5,651+123.0% |