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 | $107,743 | $79,633+35.3% | $93,789+14.9% | $68,494+57.3% |
| Participation rate | 83.3% | 75.4%+8.0pp | 81.0%+2.4pp | 67.9%+15.4pp |
| Annual return | -20.10% | -0.10%-20.0pp | -11.33%-8.8pp | -7.84%-12.3pp |
| Employer contribution / active EE | $0 | $3,665-100.0% | $4,323-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,033 | $5,158+17.0% | $6,094-1.0% | $4,027+49.8% |
| Admin fee / account holder | $7,797 | $6,871+13.5% | $7,195+8.4% | $5,403+44.3% |