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 | $197,479 | $152,509+29.5% | $117,472+68.1% | $134,475+46.9% |
| Participation rate | 83.3% | 77.1%+6.2pp | 70.6%+12.7pp | 81.2%+2.1pp |
| Annual return | -21.78% | 52.99%-74.8pp | 29.74%-51.5pp | 417.96%-439.7pp |
| Employer contribution / active EE | $7,627 | $5,571+36.9% | $4,176+82.6% | $4,740+60.9% |
| Participant deferral / active EE | $17,264 | $4,818+258.3% | $4,070+324.2% | $6,400+169.8% |
| Admin fee / account holder | $1,785 | $7,004-74.5% | $5,645-68.4% | $11,426-84.4% |