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 | $187,594 | $142,344+31.8% | $119,609+56.8% | $134,475+39.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -22.89% | -12.44%-10.5pp | -14.97%-7.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $17,466 | $5,222+234.5% | $4,232+312.7% | $4,740+268.5% |
| Participant deferral / active EE | $8,379 | $6,469+29.5% | $5,602+49.6% | $6,400+30.9% |
| Admin fee / account holder | $1,314 | $13,584-90.3% | $10,323-87.3% | $11,426-88.5% |