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 | $139,357 | $110,257+26.4% | $96,544+44.3% | $139,434-0.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | -5.84% | 26.32%-32.2pp | 25.84%-31.7pp | 372.94%-378.8pp |
| Employer contribution / active EE | $1,660 | $3,620-54.1% | $2,965-44.0% | $4,751-65.1% |
| Participant deferral / active EE | $2,911 | $5,548-47.5% | $4,851-40.0% | $6,710-56.6% |
| Admin fee / account holder | $723 | $11,591-93.8% | $8,252-91.2% | $11,403-93.7% |