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 | $134,554 | $112,096+20.0% | $95,952+40.2% | $158,922-15.3% |
| Participation rate | 71.4% | 79.0%-7.5pp | 77.1%-5.6pp | 82.0%-10.5pp |
| Annual return | -24.20% | 171.09%-195.3pp | 91.61%-115.8pp | 302.83%-327.0pp |
| Employer contribution / active EE | $855 | $3,198-73.3% | $2,541-66.3% | $4,761-82.0% |
| Participant deferral / active EE | $3,826 | $4,784-20.0% | $4,167-8.2% | $5,982-36.0% |
| Admin fee / account holder | $13,193 | $10,130+30.2% | $6,795+94.1% | $11,246+17.3% |