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 | $94,231 | $94,529-0.3% | $140,016-32.7% | $64,186+46.8% |
| Participation rate | 83.7% | 84.1%-0.4pp | 87.5%-3.8pp | 69.6%+14.1pp |
| Annual return | -7.69% | 7.77%-15.5pp | 651.12%-658.8pp | 7.63%-15.3pp |
| Employer contribution / active EE | $1,652 | $3,812-56.7% | $5,606-70.5% | $2,381-30.6% |
| Participant deferral / active EE | $3,257 | $5,250-38.0% | $6,927-53.0% | $3,470-6.1% |
| Admin fee / account holder | $7,871 | $6,741+16.8% | $10,705-26.5% | $4,888+61.0% |