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 | $126,022 | $97,757+28.9% | $83,848+50.3% | $135,375-6.9% |
| Participation rate | 76.9% | 80.0%-3.0pp | 76.1%+0.8pp | 82.6%-5.7pp |
| Annual return | -9.89% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.6pp |
| Employer contribution / active EE | $3,056 | $4,222-27.6% | $3,631-15.8% | $4,779-36.0% |
| Participant deferral / active EE | $8,427 | $4,682+80.0% | $4,082+106.5% | $5,609+50.2% |
| Admin fee / account holder | $5,859 | $6,674-12.2% | $5,478+6.9% | $10,827-45.9% |