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 | $157,734 | $71,883+119.4% | $86,677+82.0% | $68,494+130.3% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -19.21% | 3.52%-22.7pp | 35.91%-55.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $3,386 | $2,173+55.9% | $2,836+19.4% | $2,596+30.4% |
| Participant deferral / active EE | $9,444 | $3,779+149.9% | $4,656+102.9% | $4,027+134.5% |
| Admin fee / account holder | $3,653 | $6,112-40.2% | $7,493-51.2% | $5,403-32.4% |