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 | $225,177 | $115,770+94.5% | $101,248+122.4% | $158,922+41.7% |
| Participation rate | 78.3% | 79.4%-1.1pp | 75.8%+2.5pp | 82.0%-3.7pp |
| Annual return | -7.35% | 56.14%-63.5pp | 46.47%-53.8pp | 302.83%-310.2pp |
| Employer contribution / active EE | $3,033 | $4,175-27.4% | $3,660-17.1% | $4,761-36.3% |
| Participant deferral / active EE | $9,483 | $4,957+91.3% | $4,370+117.0% | $5,982+58.5% |
| Admin fee / account holder | $4,985 | $7,245-31.2% | $5,945-16.2% | $11,246-55.7% |