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 | $228,187 | $129,942+75.6% | $104,294+118.8% | $134,475+69.7% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.6pp | 81.2%+0.6pp |
| Annual return | -23.53% | 42.03%-65.6pp | 24.61%-48.1pp | 417.96%-441.5pp |
| Employer contribution / active EE | $1,587 | $4,184-62.1% | $3,372-52.9% | $4,740-66.5% |
| Participant deferral / active EE | $5,691 | $5,588+1.9% | $4,625+23.1% | $6,400-11.1% |
| Admin fee / account holder | $12,954 | $9,323+38.9% | $7,339+76.5% | $11,426+13.4% |