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 | $82,826 | $58,577+41.4% | $83,333-0.6% | $64,186+29.0% |
| Participation rate | 82.3% | 72.0%+10.2pp | 77.8%+4.5pp | 69.6%+12.7pp |
| Annual return | -8.37% | 9.65%-18.0pp | 10.63%-19.0pp | 7.63%-16.0pp |
| Employer contribution / active EE | $2,593 | $2,098+23.6% | $3,379-23.3% | $2,381+8.9% |
| Participant deferral / active EE | $5,406 | $4,654+16.2% | $5,565-2.9% | $3,470+55.8% |
| Admin fee / account holder | $1,400 | $9,275-84.9% | $7,510-81.4% | $4,888-71.4% |