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 | $128,334 | $133,958-4.2% | $112,228+14.4% | $134,475-4.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.72% | 47.11%-67.8pp | 27.45%-48.2pp | 417.96%-438.7pp |
| Employer contribution / active EE | $14,672 | $4,038+263.4% | $3,635+303.7% | $4,740+209.6% |
| Participant deferral / active EE | $10,809 | $5,291+104.3% | $4,728+128.6% | $6,400+68.9% |
| Admin fee / account holder | $4,032 | $7,489-46.2% | $6,410-37.1% | $11,426-64.7% |