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 | $167,926 | $97,757+71.8% | $83,848+100.3% | $135,375+24.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -10.05% | 1287.37%-1297.4pp | 850.88%-860.9pp | 519.73%-529.8pp |
| Employer contribution / active EE | $1,766 | $4,222-58.2% | $3,631-51.3% | $4,779-63.0% |
| Participant deferral / active EE | $6,949 | $4,682+48.4% | $4,082+70.2% | $5,609+23.9% |
| Admin fee / account holder | $1,700 | $6,674-74.5% | $5,478-69.0% | $10,827-84.3% |