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 | $131,720 | $73,867+78.3% | $143,757-8.4% | $68,494+92.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -21.62% | 1.01%-22.6pp | -0.04%-21.6pp | -7.84%-13.8pp |
| Employer contribution / active EE | $2,574 | $3,184-19.2% | $4,951-48.0% | $2,596-0.9% |
| Participant deferral / active EE | $5,760 | $3,384+70.2% | $5,637+2.2% | $4,027+43.0% |
| Admin fee / account holder | $859 | $5,755-85.1% | $14,673-94.1% | $5,403-84.1% |