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 | $199,309 | $80,717+146.9% | $154,803+28.7% | $84,808+135.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | -2.99% | 37.96%-41.0pp | 58.88%-61.9pp | 40.90%-43.9pp |
| Employer contribution / active EE | $2,743 | $2,761-0.7% | $4,305-36.3% | $2,631+4.3% |
| Participant deferral / active EE | $7,030 | $3,303+112.8% | $5,540+26.9% | $4,212+66.9% |
| Admin fee / account holder | $14,020 | $6,746+107.8% | $14,329-2.2% | $7,344+90.9% |