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 9-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 | $132,447 | $110,094+20.3% | $151,611-12.6% | $68,494+93.4% |
| Participation rate | 80.8% | 84.0%-3.2pp | 87.5%-6.7pp | 67.9%+12.9pp |
| Annual return | -22.46% | -10.12%-12.3pp | 3.33%-25.8pp | -7.84%-14.6pp |
| Employer contribution / active EE | $1,818 | $4,471-59.3% | $6,166-70.5% | $2,596-30.0% |
| Participant deferral / active EE | $5,787 | $6,527-11.3% | $8,363-30.8% | $4,027+43.7% |
| Admin fee / account holder | $9,146 | $7,719+18.5% | $11,616-21.3% | $5,403+69.3% |