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 | $219,183 | $158,817+38.0% | $121,196+80.9% | $135,375+61.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.73% | -0.64%-12.1pp | 16.93%-29.7pp | 519.73%-532.5pp |
| Employer contribution / active EE | $19,659 | $5,665+247.0% | $4,022+388.8% | $4,779+311.4% |
| Participant deferral / active EE | $21,274 | $4,005+431.2% | $3,344+536.1% | $5,609+279.3% |
| Admin fee / account holder | $10,908 | $6,512+67.5% | $5,019+117.3% | $10,827+0.7% |