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 | $198,942 | $154,117+29.1% | $129,995+53.0% | $139,434+42.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.5%+9.0pp | 80.3%+7.2pp |
| Annual return | 8.68% | 32.48%-23.8pp | -137.18%+145.9pp | 372.94%-364.3pp |
| Employer contribution / active EE | $4,686 | $5,289-11.4% | $4,320+8.5% | $4,751-1.4% |
| Participant deferral / active EE | $9,679 | $6,710+44.2% | $5,820+66.3% | $6,710+44.2% |
| Admin fee / account holder | $1,750 | $14,007-87.5% | $10,614-83.5% | $11,403-84.6% |