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 | $193,930 | $56,484+243.3% | $169,463+14.4% | $64,186+202.1% |
| Participation rate | 89.2% | 64.5%+24.6pp | 77.8%+11.4pp | 69.6%+19.6pp |
| Annual return | -8.77% | -1.55%-7.2pp | 1.83%-10.6pp | 7.63%-16.4pp |
| Employer contribution / active EE | $6,211 | $1,832+238.9% | $4,159+49.3% | $2,381+160.9% |
| Participant deferral / active EE | $11,677 | $3,448+238.7% | $5,277+121.3% | $3,470+236.6% |
| Admin fee / account holder | $1,428 | $4,174-65.8% | $9,109-84.3% | $4,888-70.8% |