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 | $81,261 | $81,900-0.8% | $119,609-32.1% | $68,494+18.6% |
| Participation rate | 78.8% | 71.9%+7.0pp | 79.3%-0.4pp | 67.9%+11.0pp |
| Annual return | -20.61% | -23.82%+3.2pp | -14.97%-5.6pp | -7.84%-12.8pp |
| Employer contribution / active EE | $2,121 | $2,693-21.2% | $4,232-49.9% | $2,596-18.3% |
| Participant deferral / active EE | $6,194 | $4,148+49.3% | $5,602+10.6% | $4,027+53.8% |
| Admin fee / account holder | $4,666 | $6,582-29.1% | $10,323-54.8% | $5,403-13.6% |