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 5-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 | $109,961 | $108,919+1.0% | $100,391+9.5% | $145,922-24.6% |
| Participation rate | 84.6% | 82.9%+1.7pp | 81.5%+3.1pp | 80.3%+4.3pp |
| Annual return | -12.03% | 57.88%-69.9pp | 49.20%-61.2pp | 561.29%-573.3pp |
| Employer contribution / active EE | $1,659 | $4,419-62.5% | $3,942-57.9% | $4,660-64.4% |
| Participant deferral / active EE | $2,797 | $8,445-66.9% | $8,082-65.4% | $6,688-58.2% |
| Admin fee / account holder | $2,964 | $9,689-69.4% | $7,899-62.5% | $13,397-77.9% |