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 | $125,028 | $112,096+11.5% | $95,952+30.3% | $158,922-21.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -3.60% | 171.09%-174.7pp | 91.61%-95.2pp | 302.83%-306.4pp |
| Employer contribution / active EE | $1,451 | $3,198-54.6% | $2,541-42.9% | $4,761-69.5% |
| Participant deferral / active EE | $1,978 | $4,784-58.7% | $4,167-52.5% | $5,982-66.9% |
| Admin fee / account holder | $1,888 | $10,130-81.4% | $6,795-72.2% | $11,246-83.2% |