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 | $238,557 | $93,024+156.4% | $77,024+209.7% | $134,475+77.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -26.10% | 62.60%-88.7pp | 42.32%-68.4pp | 417.96%-444.1pp |
| Employer contribution / active EE | $4,145 | $3,418+21.3% | $2,812+47.4% | $4,740-12.5% |
| Participant deferral / active EE | $9,728 | $5,238+85.7% | $4,426+119.8% | $6,400+52.0% |
| Admin fee / account holder | $2,223 | $6,944-68.0% | $5,425-59.0% | $11,426-80.5% |