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 | $173,699 | $73,933+134.9% | $96,683+79.7% | $75,163+131.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -7.92% | 26.70%-34.6pp | 35.69%-43.6pp | 160.62%-168.5pp |
| Employer contribution / active EE | $4,962 | $2,928+69.5% | $3,737+32.8% | $2,670+85.9% |
| Participant deferral / active EE | $5,503 | $3,659+50.4% | $4,878+12.8% | $4,125+33.4% |
| Admin fee / account holder | $5,686 | $5,216+9.0% | $6,730-15.5% | $5,651+0.6% |