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 | $216,725 | $54,726+296.0% | $68,793+215.0% | $64,186+237.7% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -8.17% | -1.62%-6.6pp | -4.63%-3.5pp | 7.63%-15.8pp |
| Employer contribution / active EE | $4,538 | $1,846+145.8% | $2,625+72.9% | $2,381+90.6% |
| Participant deferral / active EE | $4,399 | $2,626+67.5% | $3,311+32.9% | $3,470+26.8% |
| Admin fee / account holder | $15,131 | $4,027+275.7% | $5,131+194.9% | $4,888+209.5% |