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 9-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 | $192,751 | $138,044+39.6% | $125,339+53.8% | $134,475+43.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -22.25% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $6,395 | $5,243+22.0% | $4,814+32.9% | $4,740+34.9% |
| Participant deferral / active EE | $22,644 | $7,799+190.4% | $7,446+204.1% | $6,400+253.8% |
| Admin fee / account holder | $81,146 | $11,571+601.3% | $10,010+710.7% | $11,426+610.2% |