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 9-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 | $247,535 | $211,958+16.8% | $169,463+46.1% | $135,375+82.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.78% | 3.26%-13.0pp | 1.83%-11.6pp | 519.73%-529.5pp |
| Employer contribution / active EE | $964 | $5,120-81.2% | $4,159-76.8% | $4,779-79.8% |
| Participant deferral / active EE | $1,819 | $6,075-70.1% | $5,277-65.5% | $5,609-67.6% |
| Admin fee / account holder | $11,797 | $11,471+2.8% | $9,109+29.5% | $10,827+9.0% |