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 | $151,598 | $167,307-9.4% | $143,757+5.5% | $134,475+12.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -26.01% | 0.46%-26.5pp | -0.04%-26.0pp | 417.96%-444.0pp |
| Employer contribution / active EE | $5,157 | $5,619-8.2% | $4,951+4.2% | $4,740+8.8% |
| Participant deferral / active EE | $7,566 | $6,446+17.4% | $5,637+34.2% | $6,400+18.2% |
| Admin fee / account holder | $9,269 | $18,088-48.8% | $14,673-36.8% | $11,426-18.9% |