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 8-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 | $130,672 | $110,094+18.7% | $151,611-13.8% | $68,494+90.8% |
| Participation rate | 82.1% | 84.0%-1.8pp | 87.5%-5.4pp | 67.9%+14.3pp |
| Annual return | -19.33% | -10.12%-9.2pp | 3.33%-22.7pp | -7.84%-11.5pp |
| Employer contribution / active EE | $2,476 | $4,471-44.6% | $6,166-59.9% | $2,596-4.7% |
| Participant deferral / active EE | $6,167 | $6,527-5.5% | $8,363-26.3% | $4,027+53.1% |
| Admin fee / account holder | $1,602 | $7,719-79.3% | $11,616-86.2% | $5,403-70.4% |