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 | $200,288 | $71,883+178.6% | $86,677+131.1% | $68,494+192.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -21.36% | 3.52%-24.9pp | 35.91%-57.3pp | -7.84%-13.5pp |
| Employer contribution / active EE | $6,704 | $2,173+208.6% | $2,836+136.4% | $2,596+158.2% |
| Participant deferral / active EE | $10,164 | $3,779+169.0% | $4,656+118.3% | $4,027+152.4% |
| Admin fee / account holder | $9,368 | $6,112+53.3% | $7,493+25.0% | $5,403+73.4% |