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 | $129,811 | $65,395+98.5% | $182,532-28.9% | $72,985+77.9% |
| Participation rate | 93.3% | 65.4%+27.9pp | 78.0%+15.4pp | 69.5%+23.8pp |
| Annual return | -11.35% | 27.68%-39.0pp | 148.54%-159.9pp | 81.00%-92.3pp |
| Employer contribution / active EE | $22,377 | $1,911+1070.9% | $4,076+449.0% | $2,440+817.2% |
| Participant deferral / active EE | $7,797 | $3,563+118.8% | $5,524+41.1% | $3,607+116.1% |
| Admin fee / account holder | $32,348 | $4,245+662.1% | $8,592+276.5% | $5,124+531.3% |