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 | $82,471 | $71,883+14.7% | $86,677-4.9% | $68,494+20.4% |
| Participation rate | 76.8% | 72.2%+4.5pp | 76.6%+0.2pp | 67.9%+8.9pp |
| Annual return | -20.00% | 3.52%-23.5pp | 35.91%-55.9pp | -7.84%-12.2pp |
| Employer contribution / active EE | $1,984 | $2,173-8.7% | $2,836-30.0% | $2,596-23.6% |
| Participant deferral / active EE | $4,179 | $3,779+10.6% | $4,656-10.2% | $4,027+3.8% |
| Admin fee / account holder | $4,648 | $6,112-23.9% | $7,493-38.0% | $5,403-14.0% |