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 | $126,211 | $105,860+19.2% | $90,749+39.1% | $134,475-6.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -20.52% | -11.01%-9.5pp | -12.16%-8.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $5,327 | $3,462+53.9% | $2,921+82.4% | $4,740+12.4% |
| Participant deferral / active EE | $11,512 | $5,216+120.7% | $4,564+152.2% | $6,400+79.9% |
| Admin fee / account holder | $588 | $13,938-95.8% | $8,445-93.0% | $11,426-94.9% |