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 | $121,916 | $167,307-27.1% | $143,757-15.2% | $134,475-9.3% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -26.92% | 0.46%-27.4pp | -0.04%-26.9pp | 417.96%-444.9pp |
| Employer contribution / active EE | $5,386 | $5,619-4.1% | $4,951+8.8% | $4,740+13.6% |
| Participant deferral / active EE | $6,810 | $6,446+5.7% | $5,637+20.8% | $6,400+6.4% |
| Admin fee / account holder | $4,439 | $18,088-75.5% | $14,673-69.7% | $11,426-61.1% |