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 | $113,398 | $112,881+0.5% | $90,951+24.7% | $158,922-28.6% |
| Participation rate | 72.7% | 74.7%-2.0pp | 69.0%+3.7pp | 82.0%-9.2pp |
| Annual return | -9.74% | 215.79%-225.5pp | 134.60%-144.3pp | 302.83%-312.6pp |
| Employer contribution / active EE | $3,396 | $2,893+17.4% | $2,122+60.0% | $4,761-28.7% |
| Participant deferral / active EE | $2,663 | $4,128-35.5% | $3,373-21.1% | $5,982-55.5% |
| Admin fee / account holder | $1,248 | $8,041-84.5% | $5,959-79.1% | $11,246-88.9% |