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 | $135,442 | $133,958+1.1% | $112,228+20.7% | $134,475+0.7% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -21.11% | 47.11%-68.2pp | 27.45%-48.6pp | 417.96%-439.1pp |
| Employer contribution / active EE | $5,118 | $4,038+26.7% | $3,635+40.8% | $4,740+8.0% |
| Participant deferral / active EE | $12,607 | $5,291+138.3% | $4,728+166.6% | $6,400+97.0% |
| Admin fee / account holder | $10,383 | $7,489+38.6% | $6,410+62.0% | $11,426-9.1% |