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 | $154,649 | $211,958-27.0% | $169,463-8.7% | $135,375+14.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.98% | 3.26%-13.2pp | 1.83%-11.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $8,565 | $5,120+67.3% | $4,159+105.9% | $4,779+79.2% |
| Participant deferral / active EE | $9,151 | $6,075+50.6% | $5,277+73.4% | $5,609+63.2% |
| Admin fee / account holder | $5,185 | $11,471-54.8% | $9,109-43.1% | $10,827-52.1% |