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 8-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 | $85,348 | $78,422+8.8% | $95,952-11.1% | $79,858+6.9% |
| Participation rate | 87.9% | 73.5%+14.4pp | 77.1%+10.8pp | 69.6%+18.2pp |
| Annual return | -2.82% | 19.37%-22.2pp | 91.61%-94.4pp | 31.71%-34.5pp |
| Employer contribution / active EE | $2,424 | $1,945+24.6% | $2,541-4.6% | $2,471-1.9% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $553 | $5,622-90.2% | $6,795-91.9% | $5,306-89.6% |