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 | $150,060 | $167,484-10.4% | $151,611-1.0% | $134,475+11.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.80% | 7.80%-30.6pp | 3.33%-26.1pp | 417.96%-440.8pp |
| Employer contribution / active EE | $16,992 | $6,829+148.8% | $6,166+175.6% | $4,740+258.5% |
| Participant deferral / active EE | $9,000 | $8,986+0.2% | $8,363+7.6% | $6,400+40.6% |
| Admin fee / account holder | $1,659 | $13,783-88.0% | $11,616-85.7% | $11,426-85.5% |