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 | $196,083 | $72,492+170.5% | $87,100+125.1% | $72,985+168.7% |
| Participation rate | 93.3% | 72.8%+20.5pp | 76.9%+16.5pp | 69.5%+23.8pp |
| Annual return | -1.32% | 24.46%-25.8pp | 28.19%-29.5pp | 81.00%-82.3pp |
| Employer contribution / active EE | $4,252 | $1,894+124.5% | $2,521+68.6% | $2,440+74.3% |
| Participant deferral / active EE | $2,537 | $3,270-22.4% | $4,049-37.3% | $3,607-29.7% |
| Admin fee / account holder | $900 | $5,055-82.2% | $7,497-88.0% | $5,124-82.4% |