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 | $155,579 | $175,600-11.4% | $129,110+20.5% | $134,475+15.7% |
| Participation rate | 95.5% | 81.6%+13.9pp | 77.3%+18.2pp | 81.2%+14.2pp |
| Annual return | -19.65% | -11.39%-8.3pp | -10.94%-8.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $6,653 | $6,355+4.7% | $5,052+31.7% | $4,740+40.4% |
| Participant deferral / active EE | $12,953 | $7,975+62.4% | $6,542+98.0% | $6,400+102.4% |
| Admin fee / account holder | $5,928 | $23,567-74.8% | $14,302-58.6% | $11,426-48.1% |