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 | $231,078 | $64,707+257.1% | $112,228+105.9% | $68,494+237.4% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -20.87% | -11.40%-9.5pp | 27.45%-48.3pp | -7.84%-13.0pp |
| Employer contribution / active EE | $4,793 | $2,746+74.5% | $3,635+31.9% | $2,596+84.6% |
| Participant deferral / active EE | $4,699 | $3,565+31.8% | $4,728-0.6% | $4,027+16.7% |
| Admin fee / account holder | $1,520 | $5,232-71.0% | $6,410-76.3% | $5,403-71.9% |