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 | $200,875 | $82,664+143.0% | $125,339+60.3% | $68,494+193.3% |
| Participation rate | 98.0% | 75.0%+23.0pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -20.63% | -5.97%-14.7pp | 572.05%-592.7pp | -7.84%-12.8pp |
| Employer contribution / active EE | $23,720 | $3,381+601.6% | $4,814+392.8% | $2,596+813.6% |
| Participant deferral / active EE | $7,187 | $6,110+17.6% | $7,446-3.5% | $4,027+78.5% |
| Admin fee / account holder | $2,097 | $6,275-66.6% | $10,010-79.1% | $5,403-61.2% |