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 | $219,363 | $53,162+312.6% | $91,220+140.5% | $68,494+220.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -20.31% | -3.14%-17.2pp | 114.01%-134.3pp | -7.84%-12.5pp |
| Employer contribution / active EE | $6,720 | $1,709+293.1% | $2,850+135.8% | $2,596+158.8% |
| Participant deferral / active EE | $5,127 | $2,974+72.4% | $4,234+21.1% | $4,027+27.3% |
| Admin fee / account holder | $10,306 | $4,493+129.4% | $5,420+90.2% | $5,403+90.8% |