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 | $163,858 | $77,813+110.6% | $123,544+32.6% | $64,186+155.3% |
| Participation rate | 86.9% | 74.7%+12.2pp | 82.3%+4.6pp | 69.6%+17.3pp |
| Annual return | -9.76% | 12.48%-22.2pp | 119.20%-129.0pp | 7.63%-17.4pp |
| Employer contribution / active EE | $3,792 | $3,014+25.8% | $4,628-18.1% | $2,381+59.3% |
| Participant deferral / active EE | $6,703 | $5,240+27.9% | $6,426+4.3% | $3,470+93.2% |
| Admin fee / account holder | $903 | $5,519-83.6% | $9,284-90.3% | $4,888-81.5% |