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 | $99,321 | $62,586+58.7% | $76,768+29.4% | $64,186+54.7% |
| Participation rate | 91.9% | 72.8%+19.1pp | 77.0%+15.0pp | 69.6%+22.4pp |
| Annual return | -7.78% | -1.95%-5.8pp | 2.43%-10.2pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,334 | $1,832-27.2% | $2,485-46.3% | $2,381-44.0% |
| Participant deferral / active EE | $5,273 | $3,145+67.7% | $3,852+36.9% | $3,470+52.0% |
| Admin fee / account holder | $2,382 | $4,667-49.0% | $6,675-64.3% | $4,888-51.3% |