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 | $176,957 | $138,065+28.2% | $123,544+43.2% | $135,375+30.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -10.84% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $4,344 | $5,151-15.7% | $4,628-6.1% | $4,779-9.1% |
| Participant deferral / active EE | $8,200 | $6,799+20.6% | $6,426+27.6% | $5,609+46.2% |
| Admin fee / account holder | $5,287 | $10,916-51.6% | $9,284-43.1% | $10,827-51.2% |