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 | $140,416 | $71,883+95.3% | $86,677+62.0% | $68,494+105.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -19.28% | 3.52%-22.8pp | 35.91%-55.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $6,035 | $2,173+177.7% | $2,836+112.8% | $2,596+132.4% |
| Participant deferral / active EE | $6,040 | $3,779+59.8% | $4,656+29.7% | $4,027+50.0% |
| Admin fee / account holder | $7,466 | $6,112+22.1% | $7,493-0.4% | $5,403+38.2% |