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 | $88,978 | $83,477+6.6% | $125,175-28.9% | $72,985+21.9% |
| Participation rate | 86.1% | 73.3%+12.8pp | 79.8%+6.3pp | 69.5%+16.6pp |
| Annual return | -2.53% | 25.78%-28.3pp | 43.79%-46.3pp | 81.00%-83.5pp |
| Employer contribution / active EE | $1,296 | $2,345-44.7% | $3,865-66.5% | $2,440-46.9% |
| Participant deferral / active EE | $5,947 | $3,585+65.9% | $4,937+20.5% | $3,607+64.9% |
| Admin fee / account holder | $1,776 | $5,517-67.8% | $9,702-81.7% | $5,124-65.3% |