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 | $183,625 | $110,094+66.8% | $151,611+21.1% | $68,494+168.1% |
| Participation rate | 87.0% | 84.0%+3.0pp | 87.5%-0.5pp | 67.9%+19.1pp |
| Annual return | -47.07% | -10.12%-37.0pp | 3.33%-50.4pp | -7.84%-39.2pp |
| Employer contribution / active EE | $11,440 | $4,471+155.9% | $6,166+85.5% | $2,596+340.6% |
| Participant deferral / active EE | $16,963 | $6,527+159.9% | $8,363+102.8% | $4,027+321.2% |
| Admin fee / account holder | $4,163 | $7,719-46.1% | $11,616-64.2% | $5,403-23.0% |