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 | $248,603 | $138,065+80.1% | $123,544+101.2% | $135,375+83.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -19.75% | 153.68%-173.4pp | 119.20%-138.9pp | 519.73%-539.5pp |
| Employer contribution / active EE | $7,647 | $5,151+48.4% | $4,628+65.2% | $4,779+60.0% |
| Participant deferral / active EE | $7,093 | $6,799+4.3% | $6,426+10.4% | $5,609+26.5% |
| Admin fee / account holder | $7,937 | $10,916-27.3% | $9,284-14.5% | $10,827-26.7% |