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 8-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 | $208,544 | $133,958+55.7% | $112,228+85.8% | $134,475+55.1% |
| Participation rate | 78.3% | 78.6%-0.3pp | 75.1%+3.2pp | 81.2%-3.0pp |
| Annual return | -20.56% | 47.11%-67.7pp | 27.45%-48.0pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,365 | $4,038-41.4% | $3,635-34.9% | $4,740-50.1% |
| Participant deferral / active EE | $6,588 | $5,291+24.5% | $4,728+39.3% | $6,400+2.9% |
| Admin fee / account holder | $5,858 | $7,489-21.8% | $6,410-8.6% | $11,426-48.7% |