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 3-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 | $175,114 | $142,344+23.0% | $119,609+46.4% | $134,475+30.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -30.99% | -12.44%-18.5pp | -14.97%-16.0pp | 417.96%-449.0pp |
| Employer contribution / active EE | $5,015 | $5,222-4.0% | $4,232+18.5% | $4,740+5.8% |
| Participant deferral / active EE | $17,040 | $6,469+163.4% | $5,602+204.2% | $6,400+166.3% |
| Admin fee / account holder | $1,417 | $13,584-89.6% | $10,323-86.3% | $11,426-87.6% |