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 | $192,660 | $210,648-8.5% | $177,989+8.2% | $145,922+32.0% |
| Participation rate | 71.4% | 80.8%-9.3pp | 77.1%-5.7pp | 80.3%-8.8pp |
| Annual return | -0.61% | 385.86%-386.5pp | 294.48%-295.1pp | 561.29%-561.9pp |
| Employer contribution / active EE | $1,871 | $4,565-59.0% | $3,949-52.6% | $4,660-59.8% |
| Participant deferral / active EE | $1,963 | $6,958-71.8% | $6,276-68.7% | $6,688-70.6% |
| Admin fee / account holder | $4,178 | $12,013-65.2% | $10,363-59.7% | $13,397-68.8% |