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 | $123,465 | $59,805+106.4% | $79,550+55.2% | $68,494+80.3% |
| Participation rate | 81.5% | 61.1%+20.4pp | 69.5%+12.0pp | 67.9%+13.6pp |
| Annual return | -21.20% | -12.30%-8.9pp | 0.16%-21.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $2,982 | $1,505+98.2% | $2,413+23.6% | $2,596+14.9% |
| Participant deferral / active EE | $6,336 | $3,024+109.5% | $3,985+59.0% | $4,027+57.3% |
| Admin fee / account holder | $3,470 | $4,835-28.2% | $6,832-49.2% | $5,403-35.8% |