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 | $135,071 | $167,307-19.3% | $143,757-6.0% | $134,475+0.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.41% | 0.46%-20.9pp | -0.04%-20.4pp | 417.96%-438.4pp |
| Employer contribution / active EE | $3,268 | $5,619-41.8% | $4,951-34.0% | $4,740-31.1% |
| Participant deferral / active EE | $8,916 | $6,446+38.3% | $5,637+58.2% | $6,400+39.3% |
| Admin fee / account holder | $1,723 | $18,088-90.5% | $14,673-88.3% | $11,426-84.9% |