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 | $153,780 | $148,534+3.5% | $135,903+13.2% | $139,434+10.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | -33.14% | 79.19%-112.3pp | 68.23%-101.4pp | 372.94%-406.1pp |
| Employer contribution / active EE | $6,113 | $5,243+16.6% | $4,856+25.9% | $4,751+28.7% |
| Participant deferral / active EE | $10,355 | $8,100+27.8% | $7,758+33.5% | $6,710+54.3% |
| Admin fee / account holder | $3,592 | $12,400-71.0% | $10,762-66.6% | $11,403-68.5% |