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 | $146,096 | $138,065+5.8% | $123,544+18.3% | $135,375+7.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -24.69% | 153.68%-178.4pp | 119.20%-143.9pp | 519.73%-544.4pp |
| Employer contribution / active EE | $2,218 | $5,151-57.0% | $4,628-52.1% | $4,779-53.6% |
| Participant deferral / active EE | $5,626 | $6,799-17.3% | $6,426-12.4% | $5,609+0.3% |
| Admin fee / account holder | $3,559 | $10,916-67.4% | $9,284-61.7% | $10,827-67.1% |