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 | $225,990 | $65,061+247.4% | $143,757+57.2% | $66,914+237.7% |
| Participation rate | 96.1% | 65.2%+30.9pp | 80.3%+15.8pp | 69.8%+26.3pp |
| Annual return | -18.94% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $8,697 | $2,361+268.4% | $4,951+75.7% | $2,544+241.8% |
| Participant deferral / active EE | $13,954 | $2,919+378.1% | $5,637+147.5% | $4,237+229.4% |
| Admin fee / account holder | $9,260 | $502+1744.9% | $14,673-36.9% | $593+1461.0% |