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 | $149,270 | $202,432-26.3% | $169,368-11.9% | $139,434+7.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | -2.63% | 531.74%-534.4pp | 405.60%-408.2pp | 372.94%-375.6pp |
| Employer contribution / active EE | $1,710 | $4,692-63.6% | $4,013-57.4% | $4,751-64.0% |
| Participant deferral / active EE | $11,962 | $6,938+72.4% | $6,221+92.3% | $6,710+78.3% |
| Admin fee / account holder | $80,926 | $10,708+655.7% | $9,003+798.9% | $11,403+609.7% |