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 | $174,875 | $77,813+124.7% | $123,544+41.5% | $64,186+172.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.74% | 12.48%-21.2pp | 119.20%-127.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $3,060 | $3,014+1.5% | $4,628-33.9% | $2,381+28.5% |
| Participant deferral / active EE | $10,329 | $5,240+97.1% | $6,426+60.7% | $3,470+197.7% |
| Admin fee / account holder | $1,717 | $5,519-68.9% | $9,284-81.5% | $4,888-64.9% |