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 | $181,920 | $129,942+40.0% | $104,294+74.4% | $134,475+35.3% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -23.62% | 42.03%-65.7pp | 24.61%-48.2pp | 417.96%-441.6pp |
| Employer contribution / active EE | $1,916 | $4,184-54.2% | $3,372-43.2% | $4,740-59.6% |
| Participant deferral / active EE | $9,526 | $5,588+70.5% | $4,625+106.0% | $6,400+48.9% |
| Admin fee / account holder | $20,896 | $9,323+124.1% | $7,339+184.7% | $11,426+82.9% |