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 | $213,429 | $167,307+27.6% | $143,757+48.5% | $134,475+58.7% |
| Participation rate | 80.0% | 84.8%-4.8pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -22.84% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $2,160 | $5,619-61.6% | $4,951-56.4% | $4,740-54.4% |
| Participant deferral / active EE | $5,281 | $6,446-18.1% | $5,637-6.3% | $6,400-17.5% |
| Admin fee / account holder | $19,034 | $18,088+5.2% | $14,673+29.7% | $11,426+66.6% |