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 | $130,710 | $142,344-8.2% | $119,609+9.3% | $134,475-2.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -23.01% | -12.44%-10.6pp | -14.97%-8.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $3,821 | $5,222-26.8% | $4,232-9.7% | $4,740-19.4% |
| Participant deferral / active EE | $5,210 | $6,469-19.5% | $5,602-7.0% | $6,400-18.6% |
| Admin fee / account holder | $3,402 | $13,584-75.0% | $10,323-67.0% | $11,426-70.2% |