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 | $101,388 | $71,883+41.0% | $86,677+17.0% | $68,494+48.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -21.08% | 3.52%-24.6pp | 35.91%-57.0pp | -7.84%-13.2pp |
| Employer contribution / active EE | $2,670 | $2,173+22.9% | $2,836-5.9% | $2,596+2.8% |
| Participant deferral / active EE | $5,469 | $3,779+44.7% | $4,656+17.5% | $4,027+35.8% |
| Admin fee / account holder | $3,975 | $6,112-35.0% | $7,493-47.0% | $5,403-26.4% |