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 9-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 | $86,800 | $73,933+17.4% | $96,683-10.2% | $75,163+15.5% |
| Participation rate | 96.7% | 66.4%+30.2pp | 74.3%+22.3pp | 67.2%+29.5pp |
| Annual return | -6.57% | 26.70%-33.3pp | 35.69%-42.3pp | 160.62%-167.2pp |
| Employer contribution / active EE | $4,285 | $2,928+46.4% | $3,737+14.7% | $2,670+60.5% |
| Participant deferral / active EE | $8,542 | $3,659+133.5% | $4,878+75.1% | $4,125+107.1% |
| Admin fee / account holder | $5,997 | $5,216+15.0% | $6,730-10.9% | $5,651+6.1% |