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 | $180,949 | $127,386+42.0% | $115,037+57.3% | $125,391+44.3% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.95% | 31.28%-36.2pp | 26.14%-31.1pp | 282.22%-287.2pp |
| Employer contribution / active EE | $3,173 | $5,166-38.6% | $4,608-31.1% | $4,866-34.8% |
| Participant deferral / active EE | $9,988 | $6,423+55.5% | $6,026+65.7% | $5,352+86.6% |
| Admin fee / account holder | $1,865 | $9,516-80.4% | $8,175-77.2% | $9,540-80.4% |