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 | $186,155 | $167,307+11.3% | $143,757+29.5% | $134,475+38.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.69% | 0.46%-21.1pp | -0.04%-20.6pp | 417.96%-438.7pp |
| Employer contribution / active EE | $18,208 | $5,619+224.0% | $4,951+267.8% | $4,740+284.2% |
| Participant deferral / active EE | $8,067 | $6,446+25.1% | $5,637+43.1% | $6,400+26.0% |
| Admin fee / account holder | $9,381 | $18,088-48.1% | $14,673-36.1% | $11,426-17.9% |