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 | $91,082 | $54,705+66.5% | $71,209+27.9% | $84,808+7.4% |
| Participation rate | 97.1% | 64.1%+33.1pp | 73.8%+23.4pp | 68.3%+28.8pp |
| Annual return | -7.09% | 35.90%-43.0pp | 282.51%-289.6pp | 40.90%-48.0pp |
| Employer contribution / active EE | $2,454 | $2,158+13.7% | $2,721-9.8% | $2,631-6.7% |
| Participant deferral / active EE | $5,470 | $3,030+80.5% | $4,175+31.0% | $4,212+29.9% |
| Admin fee / account holder | $6,908 | $4,863+42.0% | $5,349+29.2% | $7,344-5.9% |