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 | $140,637 | $167,307-15.9% | $143,757-2.2% | $134,475+4.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -37.22% | 0.46%-37.7pp | -0.04%-37.2pp | 417.96%-455.2pp |
| Employer contribution / active EE | $1,810 | $5,619-67.8% | $4,951-63.4% | $4,740-61.8% |
| Participant deferral / active EE | $4,068 | $6,446-36.9% | $5,637-27.8% | $6,400-36.4% |
| Admin fee / account holder | $2,843 | $18,088-84.3% | $14,673-80.6% | $11,426-75.1% |