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 | $235,523 | $167,307+40.8% | $143,757+63.8% | $134,475+75.1% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -22.82% | 0.46%-23.3pp | -0.04%-22.8pp | 417.96%-440.8pp |
| Employer contribution / active EE | $11,137 | $5,619+98.2% | $4,951+125.0% | $4,740+135.0% |
| Participant deferral / active EE | $7,146 | $6,446+10.9% | $5,637+26.8% | $6,400+11.7% |
| Admin fee / account holder | $4,117 | $18,088-77.2% | $14,673-71.9% | $11,426-64.0% |