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 | $83,737 | $59,805+40.0% | $79,550+5.3% | $68,494+22.3% |
| Participation rate | 91.5% | 61.1%+30.4pp | 69.5%+22.0pp | 67.9%+23.6pp |
| Annual return | -19.66% | -12.30%-7.4pp | 0.16%-19.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $5,319 | $1,505+253.4% | $2,413+120.4% | $2,596+104.9% |
| Participant deferral / active EE | $4,278 | $3,024+41.4% | $3,985+7.3% | $4,027+6.2% |
| Admin fee / account holder | $1,427 | $4,835-70.5% | $6,832-79.1% | $5,403-73.6% |