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 9-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 | $170,371 | $167,307+1.8% | $143,757+18.5% | $134,475+26.7% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -20.18% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,494 | $5,619-55.6% | $4,951-49.6% | $4,740-47.4% |
| Participant deferral / active EE | $8,117 | $6,446+25.9% | $5,637+44.0% | $6,400+26.8% |
| Admin fee / account holder | $2,163 | $18,088-88.0% | $14,673-85.3% | $11,426-81.1% |