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 | $140,223 | $69,010+103.2% | $159,960-12.3% | $68,494+104.7% |
| Participation rate | 81.5% | 65.4%+16.1pp | 78.0%+3.5pp | 67.9%+13.6pp |
| Annual return | -26.58% | -9.65%-16.9pp | 408.60%-435.2pp | -7.84%-18.7pp |
| Employer contribution / active EE | $5,208 | $2,213+135.3% | $4,226+23.3% | $2,596+100.6% |
| Participant deferral / active EE | $10,382 | $4,212+146.5% | $6,182+67.9% | $4,027+157.8% |
| Admin fee / account holder | $3,766 | $4,798-21.5% | $8,698-56.7% | $5,403-30.3% |