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 | $192,499 | $59,805+221.9% | $79,550+142.0% | $68,494+181.0% |
| Participation rate | 84.0% | 61.1%+22.9pp | 69.5%+14.5pp | 67.9%+16.1pp |
| Annual return | -19.57% | -12.30%-7.3pp | 0.16%-19.7pp | -7.84%-11.7pp |
| Employer contribution / active EE | $4,436 | $1,505+194.7% | $2,413+83.8% | $2,596+70.8% |
| Participant deferral / active EE | $1,431 | $3,024-52.7% | $3,985-64.1% | $4,027-64.5% |
| Admin fee / account holder | $6,249 | $4,835+29.2% | $6,832-8.5% | $5,403+15.7% |