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 | $142,103 | $167,307-15.1% | $143,757-1.2% | $134,475+5.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -41.02% | 0.46%-41.5pp | -0.04%-41.0pp | 417.96%-459.0pp |
| Employer contribution / active EE | $12,032 | $5,619+114.1% | $4,951+143.0% | $4,740+153.9% |
| Participant deferral / active EE | $9,684 | $6,446+50.2% | $5,637+71.8% | $6,400+51.3% |
| Admin fee / account holder | $1,043 | $18,088-94.2% | $14,673-92.9% | $11,426-90.9% |