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 | $146,855 | $209,411-29.9% | $178,490-17.7% | $158,922-7.6% |
| Participation rate | 73.3% | 86.3%-13.0pp | 81.9%-8.6pp | 82.0%-8.6pp |
| Annual return | -3.28% | 188.75%-192.0pp | 151.07%-154.4pp | 302.83%-306.1pp |
| Employer contribution / active EE | $2,314 | $5,706-59.4% | $5,011-53.8% | $4,761-51.4% |
| Participant deferral / active EE | $5,730 | $5,954-3.8% | $5,202+10.2% | $5,982-4.2% |
| Admin fee / account holder | $41,739 | $17,074+144.5% | $13,984+198.5% | $11,246+271.2% |