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 | $140,396 | $77,813+80.4% | $123,544+13.6% | $64,186+118.7% |
| Participation rate | 88.2% | 74.7%+13.5pp | 82.3%+5.9pp | 69.6%+18.7pp |
| Annual return | -10.63% | 12.48%-23.1pp | 119.20%-129.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $9,631 | $3,014+219.6% | $4,628+108.1% | $2,381+304.5% |
| Participant deferral / active EE | $8,400 | $5,240+60.3% | $6,426+30.7% | $3,470+142.1% |
| Admin fee / account holder | $2,249 | $5,519-59.2% | $9,284-75.8% | $4,888-54.0% |