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 | $158,339 | $112,096+41.3% | $95,952+65.0% | $158,922-0.4% |
| Participation rate | 87.0% | 79.0%+8.0pp | 77.1%+9.9pp | 82.0%+5.0pp |
| Annual return | -5.30% | 171.09%-176.4pp | 91.61%-96.9pp | 302.83%-308.1pp |
| Employer contribution / active EE | $2,349 | $3,198-26.5% | $2,541-7.5% | $4,761-50.7% |
| Participant deferral / active EE | $4,755 | $4,784-0.6% | $4,167+14.1% | $5,982-20.5% |
| Admin fee / account holder | $30,205 | $10,130+198.2% | $6,795+344.5% | $11,246+168.6% |