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 | $193,450 | $85,022+127.5% | $70,515+174.3% | $139,434+38.7% |
| Participation rate | 86.7% | 73.9%+12.8pp | 68.3%+18.3pp | 80.3%+6.3pp |
| Annual return | -1.65% | 30.38%-32.0pp | 32.77%-34.4pp | 372.94%-374.6pp |
| Employer contribution / active EE | $3,244 | $3,909-17.0% | $2,973+9.1% | $4,751-31.7% |
| Participant deferral / active EE | $8,201 | $5,890+39.2% | $4,567+79.6% | $6,710+22.2% |
| Admin fee / account holder | $1,629 | $8,906-81.7% | $6,412-74.6% | $11,403-85.7% |