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 | $162,117 | $148,534+9.1% | $135,903+19.3% | $139,434+16.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -5.67% | 79.19%-84.9pp | 68.23%-73.9pp | 372.94%-378.6pp |
| Employer contribution / active EE | $1,967 | $5,243-62.5% | $4,856-59.5% | $4,751-58.6% |
| Participant deferral / active EE | $7,473 | $8,100-7.7% | $7,758-3.7% | $6,710+11.4% |
| Admin fee / account holder | $1,255 | $12,400-89.9% | $10,762-88.3% | $11,403-89.0% |