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 | $183,585 | $93,024+97.4% | $77,024+138.3% | $134,475+36.5% |
| Participation rate | 72.7% | 74.5%-1.8pp | 67.9%+4.8pp | 81.2%-8.5pp |
| Annual return | -22.42% | 62.60%-85.0pp | 42.32%-64.7pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,820 | $3,418+11.8% | $2,812+35.8% | $4,740-19.4% |
| Participant deferral / active EE | $10,079 | $5,238+92.4% | $4,426+127.7% | $6,400+57.5% |
| Admin fee / account holder | $1,299 | $6,944-81.3% | $5,425-76.1% | $11,426-88.6% |