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 | $148,829 | $99,640+49.4% | $86,436+72.2% | $134,475+10.7% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -21.03% | 6782.58%-6803.6pp | 4394.89%-4415.9pp | 417.96%-439.0pp |
| Employer contribution / active EE | $6,226 | $4,400+41.5% | $3,769+65.2% | $4,740+31.4% |
| Participant deferral / active EE | $13,697 | $7,246+89.0% | $6,952+97.0% | $6,400+114.0% |
| Admin fee / account holder | $4,241 | $8,371-49.3% | $6,731-37.0% | $11,426-62.9% |