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 | $190,683 | $167,484+13.9% | $151,611+25.8% | $134,475+41.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -66.30% | 7.80%-74.1pp | 3.33%-69.6pp | 417.96%-484.3pp |
| Employer contribution / active EE | $25,377 | $6,829+271.6% | $6,166+311.6% | $4,740+435.4% |
| Participant deferral / active EE | $14,800 | $8,986+64.7% | $8,363+77.0% | $6,400+131.3% |
| Admin fee / account holder | $21,992 | $13,783+59.6% | $11,616+89.3% | $11,426+92.5% |