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 | $190,447 | $105,860+79.9% | $90,749+109.9% | $134,475+41.6% |
| Participation rate | 90.5% | 78.2%+12.2pp | 75.7%+14.8pp | 81.2%+9.3pp |
| Annual return | -22.06% | -11.01%-11.0pp | -12.16%-9.9pp | 417.96%-440.0pp |
| Employer contribution / active EE | $8,617 | $3,462+148.9% | $2,921+195.0% | $4,740+81.8% |
| Participant deferral / active EE | $3,936 | $5,216-24.5% | $4,564-13.8% | $6,400-38.5% |
| Admin fee / account holder | $2,105 | $13,938-84.9% | $8,445-75.1% | $11,426-81.6% |