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 | $152,649 | $167,307-8.8% | $143,757+6.2% | $134,475+13.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.51% | 0.46%-23.0pp | -0.04%-22.5pp | 417.96%-440.5pp |
| Employer contribution / active EE | $3,959 | $5,619-29.6% | $4,951-20.0% | $4,740-16.5% |
| Participant deferral / active EE | $8,788 | $6,446+36.3% | $5,637+55.9% | $6,400+37.3% |
| Admin fee / account holder | $18,445 | $18,088+2.0% | $14,673+25.7% | $11,426+61.4% |