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 | $147,898 | $138,065+7.1% | $123,544+19.7% | $135,375+9.3% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -10.44% | 153.68%-164.1pp | 119.20%-129.6pp | 519.73%-530.2pp |
| Employer contribution / active EE | $4,096 | $5,151-20.5% | $4,628-11.5% | $4,779-14.3% |
| Participant deferral / active EE | $6,773 | $6,799-0.4% | $6,426+5.4% | $5,609+20.8% |
| Admin fee / account holder | $3,819 | $10,916-65.0% | $9,284-58.9% | $10,827-64.7% |