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 | $186,395 | $102,616+81.6% | $81,983+127.4% | $158,922+17.3% |
| Participation rate | 78.3% | 75.5%+2.7pp | 69.2%+9.0pp | 82.0%-3.7pp |
| Annual return | -5.82% | 61.04%-66.9pp | 41.31%-47.1pp | 302.83%-308.6pp |
| Employer contribution / active EE | $2,205 | $3,240-31.9% | $2,498-11.7% | $4,761-53.7% |
| Participant deferral / active EE | $3,362 | $4,648-27.7% | $3,722-9.7% | $5,982-43.8% |
| Admin fee / account holder | $699 | $8,235-91.5% | $5,664-87.7% | $11,246-93.8% |