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 | $201,125 | $82,664+143.3% | $125,339+60.5% | $68,494+193.6% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -20.82% | -5.97%-14.8pp | 572.05%-592.9pp | -7.84%-13.0pp |
| Employer contribution / active EE | $3,694 | $3,381+9.2% | $4,814-23.3% | $2,596+42.3% |
| Participant deferral / active EE | $11,203 | $6,110+83.3% | $7,446+50.4% | $4,027+178.2% |
| Admin fee / account holder | $2,840 | $6,275-54.7% | $10,010-71.6% | $5,403-47.4% |