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 | $142,071 | $142,344-0.2% | $119,609+18.8% | $134,475+5.6% |
| Participation rate | 82.6% | 82.8%-0.2pp | 79.3%+3.3pp | 81.2%+1.4pp |
| Annual return | -20.85% | -12.44%-8.4pp | -14.97%-5.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $18,461 | $5,222+253.5% | $4,232+336.2% | $4,740+289.5% |
| Participant deferral / active EE | $12,808 | $6,469+98.0% | $5,602+128.6% | $6,400+100.1% |
| Admin fee / account holder | $7,476 | $13,584-45.0% | $10,323-27.6% | $11,426-34.6% |