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 | $189,476 | $100,754+88.1% | $86,677+118.6% | $134,475+40.9% |
| Participation rate | 73.3% | 78.9%-5.6pp | 76.6%-3.2pp | 81.2%-7.9pp |
| Annual return | -21.75% | 29.04%-50.8pp | 35.91%-57.7pp | 417.96%-439.7pp |
| Employer contribution / active EE | $2,236 | $3,489-35.9% | $2,836-21.2% | $4,740-52.8% |
| Participant deferral / active EE | $8,302 | $5,338+55.5% | $4,656+78.3% | $6,400+29.7% |
| Admin fee / account holder | $1,069 | $10,926-90.2% | $7,493-85.7% | $11,426-90.6% |