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 8-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 | $141,324 | $142,344-0.7% | $119,609+18.2% | $134,475+5.1% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.5pp | 81.2%+4.5pp |
| Annual return | -22.87% | -12.44%-10.4pp | -14.97%-7.9pp | 417.96%-440.8pp |
| Employer contribution / active EE | $5,327 | $5,222+2.0% | $4,232+25.9% | $4,740+12.4% |
| Participant deferral / active EE | $11,980 | $6,469+85.2% | $5,602+113.8% | $6,400+87.2% |
| Admin fee / account holder | $15,766 | $13,584+16.1% | $10,323+52.7% | $11,426+38.0% |