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 | $187,374 | $167,307+12.0% | $143,757+30.3% | $134,475+39.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.13% | 0.46%-23.6pp | -0.04%-23.1pp | 417.96%-441.1pp |
| Employer contribution / active EE | $5,874 | $5,619+4.5% | $4,951+18.6% | $4,740+23.9% |
| Participant deferral / active EE | $9,544 | $6,446+48.1% | $5,637+69.3% | $6,400+49.1% |
| Admin fee / account holder | $2,194 | $18,088-87.9% | $14,673-85.0% | $11,426-80.8% |