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 | $121,662 | $127,386-4.5% | $115,037+5.8% | $125,391-3.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -4.84% | 31.28%-36.1pp | 26.14%-31.0pp | 282.22%-287.1pp |
| Employer contribution / active EE | $2,087 | $5,166-59.6% | $4,608-54.7% | $4,866-57.1% |
| Participant deferral / active EE | $10,302 | $6,423+60.4% | $6,026+71.0% | $5,352+92.5% |
| Admin fee / account holder | $2,158 | $9,516-77.3% | $8,175-73.6% | $9,540-77.4% |