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 | $238,690 | $197,591+20.8% | $177,821+34.2% | $158,922+50.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -17.41% | 58.76%-76.2pp | 48.32%-65.7pp | 302.83%-320.2pp |
| Employer contribution / active EE | $3,729 | $6,697-44.3% | $5,918-37.0% | $4,761-21.7% |
| Participant deferral / active EE | $16,825 | $8,405+100.2% | $7,714+118.1% | $5,982+181.3% |
| Admin fee / account holder | $1,740 | $15,399-88.7% | $12,427-86.0% | $11,246-84.5% |