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 | $235,317 | $167,307+40.6% | $143,757+63.7% | $134,475+75.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.40% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $6,333 | $5,619+12.7% | $4,951+27.9% | $4,740+33.6% |
| Participant deferral / active EE | $7,155 | $6,446+11.0% | $5,637+26.9% | $6,400+11.8% |
| Admin fee / account holder | $2,729 | $18,088-84.9% | $14,673-81.4% | $11,426-76.1% |