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 | $169,952 | $162,781+4.4% | $133,956+26.9% | $158,922+6.9% |
| Participation rate | 90.0% | 83.2%+6.8pp | 79.8%+10.2pp | 82.0%+8.0pp |
| Annual return | -2.14% | 41.94%-44.1pp | 45.09%-47.2pp | 302.83%-305.0pp |
| Employer contribution / active EE | $3,722 | $4,975-25.2% | $3,919-5.0% | $4,761-21.8% |
| Participant deferral / active EE | $5,247 | $5,911-11.2% | $5,048+3.9% | $5,982-12.3% |
| Admin fee / account holder | $2,393 | $11,736-79.6% | $8,927-73.2% | $11,246-78.7% |