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 | $206,363 | $73,867+179.4% | $143,757+43.5% | $68,494+201.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -20.42% | 1.01%-21.4pp | -0.04%-20.4pp | -7.84%-12.6pp |
| Employer contribution / active EE | $11,203 | $3,184+251.8% | $4,951+126.3% | $2,596+331.5% |
| Participant deferral / active EE | $7,264 | $3,384+114.6% | $5,637+28.9% | $4,027+80.4% |
| Admin fee / account holder | $2,017 | $5,755-64.9% | $14,673-86.3% | $5,403-62.7% |