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 | $191,514 | $100,754+90.1% | $86,677+121.0% | $134,475+42.4% |
| Participation rate | 93.3% | 78.9%+14.4pp | 76.6%+16.8pp | 81.2%+12.1pp |
| Annual return | -21.61% | 29.04%-50.6pp | 35.91%-57.5pp | 417.96%-439.6pp |
| Employer contribution / active EE | $7,516 | $3,489+115.4% | $2,836+165.0% | $4,740+58.6% |
| Participant deferral / active EE | $4,811 | $5,338-9.9% | $4,656+3.3% | $6,400-24.8% |
| Admin fee / account holder | $2,610 | $10,926-76.1% | $7,493-65.2% | $11,426-77.2% |