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 | $227,069 | $100,754+125.4% | $86,677+162.0% | $134,475+68.9% |
| Participation rate | 79.2% | 78.9%+0.2pp | 76.6%+2.6pp | 81.2%-2.1pp |
| Annual return | -25.00% | 29.04%-54.0pp | 35.91%-60.9pp | 417.96%-443.0pp |
| Employer contribution / active EE | $2,211 | $3,489-36.6% | $2,836-22.0% | $4,740-53.3% |
| Participant deferral / active EE | $6,578 | $5,338+23.2% | $4,656+41.3% | $6,400+2.8% |
| Admin fee / account holder | $4,509 | $10,926-58.7% | $7,493-39.8% | $11,426-60.5% |