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 | $177,442 | $135,635+30.8% | $110,238+61.0% | $135,375+31.1% |
| Participation rate | 81.8% | 83.5%-1.6pp | 79.8%+2.0pp | 82.6%-0.8pp |
| Annual return | -8.81% | 513.19%-522.0pp | 314.74%-323.6pp | 519.73%-528.5pp |
| Employer contribution / active EE | $6,190 | $4,906+26.2% | $3,826+61.8% | $4,779+29.5% |
| Participant deferral / active EE | $6,216 | $5,506+12.9% | $4,672+33.0% | $5,609+10.8% |
| Admin fee / account holder | $1,691 | $11,457-85.2% | $8,547-80.2% | $10,827-84.4% |