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 | $210,284 | $82,664+154.4% | $125,339+67.8% | $68,494+207.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 82.4%+3.3pp | 67.9%+17.8pp |
| Annual return | -19.47% | -5.97%-13.5pp | 572.05%-591.5pp | -7.84%-11.6pp |
| Employer contribution / active EE | $1,121 | $3,381-66.8% | $4,814-76.7% | $2,596-56.8% |
| Participant deferral / active EE | $8,304 | $6,110+35.9% | $7,446+11.5% | $4,027+106.2% |
| Admin fee / account holder | $2,673 | $6,275-57.4% | $10,010-73.3% | $5,403-50.5% |