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 | $230,309 | $112,881+104.0% | $90,951+153.2% | $158,922+44.9% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | -2.33% | 215.79%-218.1pp | 134.60%-136.9pp | 302.83%-305.2pp |
| Employer contribution / active EE | $5,859 | $2,893+102.5% | $2,122+176.1% | $4,761+23.1% |
| Participant deferral / active EE | $3,701 | $4,128-10.3% | $3,373+9.7% | $5,982-38.1% |
| Admin fee / account holder | $8,911 | $8,041+10.8% | $5,959+49.5% | $11,246-20.8% |