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 | $212,191 | $93,024+128.1% | $77,024+175.5% | $134,475+57.8% |
| Participation rate | 88.2% | 74.5%+13.8pp | 67.9%+20.3pp | 81.2%+7.0pp |
| Annual return | -22.71% | 62.60%-85.3pp | 42.32%-65.0pp | 417.96%-440.7pp |
| Employer contribution / active EE | $2,748 | $3,418-19.6% | $2,812-2.3% | $4,740-42.0% |
| Participant deferral / active EE | $10,364 | $5,238+97.9% | $4,426+134.1% | $6,400+61.9% |
| Admin fee / account holder | $1,328 | $6,944-80.9% | $5,425-75.5% | $11,426-88.4% |