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 | $96,306 | $73,867+30.4% | $143,757-33.0% | $68,494+40.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -19.50% | 1.01%-20.5pp | -0.04%-19.5pp | -7.84%-11.7pp |
| Employer contribution / active EE | $2,852 | $3,184-10.4% | $4,951-42.4% | $2,596+9.8% |
| Participant deferral / active EE | $7,188 | $3,384+112.4% | $5,637+27.5% | $4,027+78.5% |
| Admin fee / account holder | $3,558 | $5,755-38.2% | $14,673-75.8% | $5,403-34.1% |