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 | $170,102 | $93,024+82.9% | $77,024+120.8% | $134,475+26.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 67.9%+7.1pp | 81.2%-6.2pp |
| Annual return | -23.99% | 62.60%-86.6pp | 42.32%-66.3pp | 417.96%-442.0pp |
| Employer contribution / active EE | $699 | $3,418-79.5% | $2,812-75.1% | $4,740-85.2% |
| Participant deferral / active EE | $5,111 | $5,238-2.4% | $4,426+15.5% | $6,400-20.1% |
| Admin fee / account holder | $75,565 | $6,944+988.2% | $5,425+1292.8% | $11,426+561.4% |