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 | $100,666 | $81,900+22.9% | $119,609-15.8% | $68,494+47.0% |
| Participation rate | 90.5% | 71.9%+18.6pp | 79.3%+11.2pp | 67.9%+22.6pp |
| Annual return | -19.34% | -23.82%+4.5pp | -14.97%-4.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,864 | $2,693-30.8% | $4,232-55.9% | $2,596-28.2% |
| Participant deferral / active EE | $4,092 | $4,148-1.3% | $5,602-27.0% | $4,027+1.6% |
| Admin fee / account holder | $10,911 | $6,582+65.8% | $10,323+5.7% | $5,403+102.0% |