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 | $179,483 | $73,004+145.9% | $90,749+97.8% | $68,494+162.0% |
| Participation rate | 84.8% | 70.8%+14.0pp | 75.7%+9.2pp | 67.9%+17.0pp |
| Annual return | -22.02% | -13.81%-8.2pp | -12.16%-9.9pp | -7.84%-14.2pp |
| Employer contribution / active EE | $4,016 | $2,193+83.2% | $2,921+37.5% | $2,596+54.7% |
| Participant deferral / active EE | $8,325 | $3,627+129.5% | $4,564+82.4% | $4,027+106.7% |
| Admin fee / account holder | $2,947 | $5,896-50.0% | $8,445-65.1% | $5,403-45.5% |