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 | $148,129 | $133,958+10.6% | $112,228+32.0% | $134,475+10.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -26.09% | 47.11%-73.2pp | 27.45%-53.5pp | 417.96%-444.1pp |
| Employer contribution / active EE | $4,745 | $4,038+17.5% | $3,635+30.6% | $4,740+0.1% |
| Participant deferral / active EE | $13,475 | $5,291+154.7% | $4,728+185.0% | $6,400+110.6% |
| Admin fee / account holder | $1,572 | $7,489-79.0% | $6,410-75.5% | $11,426-86.2% |