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 | $128,121 | $138,065-7.2% | $123,544+3.7% | $135,375-5.4% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.77% | 153.68%-163.5pp | 119.20%-129.0pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,535 | $5,151-31.4% | $4,628-23.6% | $4,779-26.0% |
| Participant deferral / active EE | $6,272 | $6,799-7.7% | $6,426-2.4% | $5,609+11.8% |
| Admin fee / account holder | $416 | $10,916-96.2% | $9,284-95.5% | $10,827-96.2% |