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 | $138,780 | $167,484-17.1% | $151,611-8.5% | $134,475+3.2% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -22.30% | 7.80%-30.1pp | 3.33%-25.6pp | 417.96%-440.3pp |
| Employer contribution / active EE | $8,508 | $6,829+24.6% | $6,166+38.0% | $4,740+79.5% |
| Participant deferral / active EE | $13,181 | $8,986+46.7% | $8,363+57.6% | $6,400+106.0% |
| Admin fee / account holder | $8,275 | $13,783-40.0% | $11,616-28.8% | $11,426-27.6% |