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 | $132,184 | $110,094+20.1% | $151,611-12.8% | $68,494+93.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -20.02% | -10.12%-9.9pp | 3.33%-23.4pp | -7.84%-12.2pp |
| Employer contribution / active EE | $3,005 | $4,471-32.8% | $6,166-51.3% | $2,596+15.7% |
| Participant deferral / active EE | $6,623 | $6,527+1.5% | $8,363-20.8% | $4,027+64.5% |
| Admin fee / account holder | $18,488 | $7,719+139.5% | $11,616+59.2% | $5,403+242.2% |