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 | $178,337 | $109,327+63.1% | $89,391+99.5% | $158,922+12.2% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.0%+23.7pp | 82.0%+9.7pp |
| Annual return | -10.47% | 345.68%-356.1pp | 245.62%-256.1pp | 302.83%-313.3pp |
| Employer contribution / active EE | $5,370 | $3,170+69.4% | $2,586+107.7% | $4,761+12.8% |
| Participant deferral / active EE | $9,764 | $4,598+112.3% | $3,890+151.0% | $5,982+63.2% |
| Admin fee / account holder | $402 | $6,153-93.5% | $4,881-91.8% | $11,246-96.4% |