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 | $225,924 | $71,883+214.3% | $86,677+160.7% | $68,494+229.8% |
| Participation rate | 86.7% | 72.2%+14.4pp | 76.6%+10.1pp | 67.9%+18.8pp |
| Annual return | -23.47% | 3.52%-27.0pp | 35.91%-59.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $7,331 | $2,173+237.4% | $2,836+158.4% | $2,596+182.3% |
| Participant deferral / active EE | $9,428 | $3,779+149.5% | $4,656+102.5% | $4,027+134.1% |
| Admin fee / account holder | $7,847 | $6,112+28.4% | $7,493+4.7% | $5,403+45.2% |