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 | $162,857 | $129,942+25.3% | $104,294+56.2% | $134,475+21.1% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -24.15% | 42.03%-66.2pp | 24.61%-48.8pp | 417.96%-442.1pp |
| Employer contribution / active EE | $3,637 | $4,184-13.1% | $3,372+7.9% | $4,740-23.3% |
| Participant deferral / active EE | $9,541 | $5,588+70.8% | $4,625+106.3% | $6,400+49.1% |
| Admin fee / account holder | $1,871 | $9,323-79.9% | $7,339-74.5% | $11,426-83.6% |