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 | $207,356 | $110,257+88.1% | $96,544+114.8% | $139,434+48.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 76.0%+9.8pp | 80.3%+5.4pp |
| Annual return | -7.04% | 26.32%-33.4pp | 25.84%-32.9pp | 372.94%-380.0pp |
| Employer contribution / active EE | $1,782 | $3,620-50.8% | $2,965-39.9% | $4,751-62.5% |
| Participant deferral / active EE | $4,661 | $5,548-16.0% | $4,851-3.9% | $6,710-30.5% |
| Admin fee / account holder | $12,816 | $11,591+10.6% | $8,252+55.3% | $11,403+12.4% |