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 | $155,124 | $71,883+115.8% | $86,677+79.0% | $68,494+126.5% |
| Participation rate | 92.5% | 72.2%+20.2pp | 76.6%+15.9pp | 67.9%+24.6pp |
| Annual return | -22.16% | 3.52%-25.7pp | 35.91%-58.1pp | -7.84%-14.3pp |
| Employer contribution / active EE | $6,243 | $2,173+187.3% | $2,836+120.1% | $2,596+140.4% |
| Participant deferral / active EE | $3,822 | $3,779+1.2% | $4,656-17.9% | $4,027-5.1% |
| Admin fee / account holder | $10,359 | $6,112+69.5% | $7,493+38.2% | $5,403+91.7% |