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 | $85,455 | $49,177+73.8% | $79,464+7.5% | $64,186+33.1% |
| Participation rate | 88.0% | 65.0%+23.0pp | 73.3%+14.7pp | 69.6%+18.4pp |
| Annual return | -8.12% | -1.16%-7.0pp | 718.14%-726.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,363 | $2,076-34.4% | $2,800-51.3% | $2,381-42.8% |
| Participant deferral / active EE | $3,023 | $2,821+7.1% | $3,704-18.4% | $3,470-12.9% |
| Admin fee / account holder | $5,002 | $3,839+30.3% | $5,113-2.2% | $4,888+2.3% |