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 | $138,782 | $167,307-17.0% | $143,757-3.5% | $134,475+3.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.11% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $15,999 | $5,619+184.7% | $4,951+223.2% | $4,740+237.6% |
| Participant deferral / active EE | $9,060 | $6,446+40.6% | $5,637+60.7% | $6,400+41.6% |
| Admin fee / account holder | $3,506 | $18,088-80.6% | $14,673-76.1% | $11,426-69.3% |