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 | $171,512 | $81,900+109.4% | $119,609+43.4% | $68,494+150.4% |
| Participation rate | 80.6% | 71.9%+8.7pp | 79.3%+1.3pp | 67.9%+12.7pp |
| Annual return | -19.15% | -23.82%+4.7pp | -14.97%-4.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $6,574 | $2,693+144.1% | $4,232+55.3% | $2,596+153.2% |
| Participant deferral / active EE | $8,785 | $4,148+111.8% | $5,602+56.8% | $4,027+118.2% |
| Admin fee / account holder | $8,340 | $6,582+26.7% | $10,323-19.2% | $5,403+54.4% |