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 | $94,182 | $59,805+57.5% | $79,550+18.4% | $68,494+37.5% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.5%+21.9pp | 67.9%+23.5pp |
| Annual return | -20.20% | -12.30%-7.9pp | 0.16%-20.4pp | -7.84%-12.4pp |
| Employer contribution / active EE | $1,613 | $1,505+7.2% | $2,413-33.2% | $2,596-37.9% |
| Participant deferral / active EE | $5,418 | $3,024+79.1% | $3,985+36.0% | $4,027+34.5% |
| Admin fee / account holder | $876 | $4,835-81.9% | $6,832-87.2% | $5,403-83.8% |