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 | $195,142 | $142,344+37.1% | $119,609+63.2% | $134,475+45.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.49% | -12.44%-8.0pp | -14.97%-5.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $5,227 | $5,222+0.1% | $4,232+23.5% | $4,740+10.3% |
| Participant deferral / active EE | $11,985 | $6,469+85.3% | $5,602+113.9% | $6,400+87.3% |
| Admin fee / account holder | $2,242 | $13,584-83.5% | $10,323-78.3% | $11,426-80.4% |