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 | $190,895 | $45,863+316.2% | $77,024+147.8% | $68,494+178.7% |
| Participation rate | 80.0% | 55.9%+24.1pp | 67.9%+12.1pp | 67.9%+12.1pp |
| Annual return | -24.93% | 1.72%-26.6pp | 42.32%-67.2pp | -7.84%-17.1pp |
| Employer contribution / active EE | $3,945 | $1,650+139.1% | $2,812+40.3% | $2,596+51.9% |
| Participant deferral / active EE | $8,286 | $2,962+179.7% | $4,426+87.2% | $4,027+105.8% |
| Admin fee / account holder | $1,960 | $3,041-35.6% | $5,425-63.9% | $5,403-63.7% |