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 | $147,834 | $167,484-11.7% | $151,611-2.5% | $134,475+9.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.85% | 7.80%-40.7pp | 3.33%-36.2pp | 417.96%-450.8pp |
| Employer contribution / active EE | $12,825 | $6,829+87.8% | $6,166+108.0% | $4,740+170.6% |
| Participant deferral / active EE | $18,400 | $8,986+104.8% | $8,363+120.0% | $6,400+187.5% |
| Admin fee / account holder | $6,869 | $13,783-50.2% | $11,616-40.9% | $11,426-39.9% |