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 | $136,823 | $167,307-18.2% | $143,757-4.8% | $134,475+1.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.86% | 0.46%-21.3pp | -0.04%-20.8pp | 417.96%-438.8pp |
| Employer contribution / active EE | $2,627 | $5,619-53.2% | $4,951-46.9% | $4,740-44.6% |
| Participant deferral / active EE | $2,953 | $6,446-54.2% | $5,637-47.6% | $6,400-53.9% |
| Admin fee / account holder | $564 | $18,088-96.9% | $14,673-96.2% | $11,426-95.1% |