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 8-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 | $170,072 | $180,449-5.8% | $154,107+10.4% | $135,375+25.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.06% | 888.09%-897.1pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $13,177 | $6,035+118.3% | $5,298+148.7% | $4,779+175.7% |
| Participant deferral / active EE | $10,064 | $5,806+73.3% | $5,081+98.1% | $5,609+79.4% |
| Admin fee / account holder | $1,875 | $16,143-88.4% | $13,411-86.0% | $10,827-82.7% |