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 | $141,667 | $54,705+159.0% | $71,209+98.9% | $84,808+67.0% |
| Participation rate | 83.3% | 64.1%+19.3pp | 73.8%+9.6pp | 68.3%+15.0pp |
| Annual return | -12.40% | 35.90%-48.3pp | 282.51%-294.9pp | 40.90%-53.3pp |
| Employer contribution / active EE | $4,946 | $2,158+129.2% | $2,721+81.8% | $2,631+88.0% |
| Participant deferral / active EE | $11,246 | $3,030+271.1% | $4,175+169.3% | $4,212+167.0% |
| Admin fee / account holder | $29,405 | $4,863+504.6% | $5,349+449.7% | $7,344+300.4% |