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 | $123,315 | $64,707+90.6% | $112,228+9.9% | $68,494+80.0% |
| Participation rate | 92.8% | 67.2%+25.6pp | 75.1%+17.7pp | 67.9%+24.9pp |
| Annual return | -19.89% | -11.40%-8.5pp | 27.45%-47.3pp | -7.84%-12.0pp |
| Employer contribution / active EE | $4,445 | $2,746+61.9% | $3,635+22.3% | $2,596+71.2% |
| Participant deferral / active EE | $9,175 | $3,565+157.4% | $4,728+94.1% | $4,027+127.8% |
| Admin fee / account holder | $6,952 | $5,232+32.9% | $6,410+8.5% | $5,403+28.7% |