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 | $248,609 | $48,265+415.1% | $68,791+261.4% | $68,494+263.0% |
| Participation rate | 78.8% | 60.7%+18.1pp | 69.0%+9.8pp | 67.9%+10.9pp |
| Annual return | -23.80% | -12.71%-11.1pp | -6.38%-17.4pp | -7.84%-16.0pp |
| Employer contribution / active EE | $3,427 | $1,829+87.4% | $2,655+29.1% | $2,596+32.0% |
| Participant deferral / active EE | $8,998 | $2,867+213.9% | $3,941+128.3% | $4,027+123.4% |
| Admin fee / account holder | $36,555 | $4,355+739.3% | $4,932+641.2% | $5,403+576.6% |