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 | $149,807 | $154,117-2.8% | $129,995+15.2% | $139,434+7.4% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | -7.79% | 32.48%-40.3pp | -137.18%+129.4pp | 372.94%-380.7pp |
| Employer contribution / active EE | $2,629 | $5,289-50.3% | $4,320-39.1% | $4,751-44.7% |
| Participant deferral / active EE | $8,073 | $6,710+20.3% | $5,820+38.7% | $6,710+20.3% |
| Admin fee / account holder | $1,508 | $14,007-89.2% | $10,614-85.8% | $11,403-86.8% |