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 | $128,548 | $167,307-23.2% | $143,757-10.6% | $134,475-4.4% |
| Participation rate | 84.6% | 84.8%-0.2pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -22.46% | 0.46%-22.9pp | -0.04%-22.4pp | 417.96%-440.4pp |
| Employer contribution / active EE | $8,425 | $5,619+49.9% | $4,951+70.2% | $4,740+77.8% |
| Participant deferral / active EE | $7,056 | $6,446+9.5% | $5,637+25.2% | $6,400+10.3% |
| Admin fee / account holder | $1,601 | $18,088-91.1% | $14,673-89.1% | $11,426-86.0% |