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 | $226,071 | $167,307+35.1% | $143,757+57.3% | $134,475+68.1% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -30.84% | 0.46%-31.3pp | -0.04%-30.8pp | 417.96%-448.8pp |
| Employer contribution / active EE | $6,954 | $5,619+23.8% | $4,951+40.5% | $4,740+46.7% |
| Participant deferral / active EE | $8,384 | $6,446+30.1% | $5,637+48.7% | $6,400+31.0% |
| Admin fee / account holder | $18,838 | $18,088+4.1% | $14,673+28.4% | $11,426+64.9% |