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 | $215,730 | $167,484+28.8% | $151,611+42.3% | $134,475+60.4% |
| Participation rate | 94.1% | 88.4%+5.7pp | 87.5%+6.6pp | 81.2%+12.9pp |
| Annual return | -21.58% | 7.80%-29.4pp | 3.33%-24.9pp | 417.96%-439.5pp |
| Employer contribution / active EE | $3,689 | $6,829-46.0% | $6,166-40.2% | $4,740-22.2% |
| Participant deferral / active EE | $7,693 | $8,986-14.4% | $8,363-8.0% | $6,400+20.2% |
| Admin fee / account holder | $15,179 | $13,783+10.1% | $11,616+30.7% | $11,426+32.8% |