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 | $208,396 | $167,484+24.4% | $151,611+37.5% | $134,475+55.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.39% | 7.80%-30.2pp | 3.33%-25.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $8,940 | $6,829+30.9% | $6,166+45.0% | $4,740+88.6% |
| Participant deferral / active EE | $10,512 | $8,986+17.0% | $8,363+25.7% | $6,400+64.3% |
| Admin fee / account holder | $1,247 | $13,783-91.0% | $11,616-89.3% | $11,426-89.1% |