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 | $170,712 | $110,094+55.1% | $151,611+12.6% | $68,494+149.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.53% | -10.12%-8.4pp | 3.33%-21.9pp | -7.84%-10.7pp |
| Employer contribution / active EE | $8,928 | $4,471+99.7% | $6,166+44.8% | $2,596+243.9% |
| Participant deferral / active EE | $5,288 | $6,527-19.0% | $8,363-36.8% | $4,027+31.3% |
| Admin fee / account holder | $18,653 | $7,719+141.7% | $11,616+60.6% | $5,403+245.2% |