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 7-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 | $186,475 | $79,633+134.2% | $93,789+98.8% | $68,494+172.2% |
| Participation rate | 97.1% | 75.4%+21.8pp | 81.0%+16.2pp | 67.9%+29.3pp |
| Annual return | -20.46% | -0.10%-20.4pp | -11.33%-9.1pp | -7.84%-12.6pp |
| Employer contribution / active EE | $4,496 | $3,665+22.7% | $4,323+4.0% | $2,596+73.2% |
| Participant deferral / active EE | $12,540 | $5,158+143.1% | $6,094+105.8% | $4,027+211.4% |
| Admin fee / account holder | $15,647 | $6,871+127.7% | $7,195+117.5% | $5,403+189.6% |