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 | $238,793 | $81,900+191.6% | $119,609+99.6% | $68,494+248.6% |
| Participation rate | 92.9% | 71.9%+21.0pp | 79.3%+13.6pp | 67.9%+25.0pp |
| Annual return | -23.50% | -23.82%+0.3pp | -14.97%-8.5pp | -7.84%-15.7pp |
| Employer contribution / active EE | $8,096 | $2,693+200.6% | $4,232+91.3% | $2,596+211.8% |
| Participant deferral / active EE | $4,823 | $4,148+16.3% | $5,602-13.9% | $4,027+19.8% |
| Admin fee / account holder | $8,846 | $6,582+34.4% | $10,323-14.3% | $5,403+63.7% |