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 | $189,438 | $127,100+49.0% | $105,738+79.2% | $135,375+39.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -9.80% | 4.49%-14.3pp | 6.27%-16.1pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,013 | $4,107-51.0% | $3,268-38.4% | $4,779-57.9% |
| Participant deferral / active EE | $4,255 | $5,064-16.0% | $4,080+4.3% | $5,609-24.1% |
| Admin fee / account holder | $584 | $9,087-93.6% | $6,913-91.6% | $10,827-94.6% |