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 | $171,450 | $167,307+2.5% | $143,757+19.3% | $134,475+27.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.53% | 0.46%-30.0pp | -0.04%-29.5pp | 417.96%-447.5pp |
| Employer contribution / active EE | $3,528 | $5,619-37.2% | $4,951-28.7% | $4,740-25.6% |
| Participant deferral / active EE | $2,548 | $6,446-60.5% | $5,637-54.8% | $6,400-60.2% |
| Admin fee / account holder | $1,250 | $18,088-93.1% | $14,673-91.5% | $11,426-89.1% |