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 | $127,572 | $209,411-39.1% | $178,490-28.5% | $158,922-19.7% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.14% | 188.75%-189.9pp | 151.07%-152.2pp | 302.83%-304.0pp |
| Employer contribution / active EE | $2,997 | $5,706-47.5% | $5,011-40.2% | $4,761-37.0% |
| Participant deferral / active EE | $2,366 | $5,954-60.3% | $5,202-54.5% | $5,982-60.4% |
| Admin fee / account holder | $8,084 | $17,074-52.7% | $13,984-42.2% | $11,246-28.1% |