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 | $176,074 | $135,635+29.8% | $110,238+59.7% | $135,375+30.1% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -10.01% | 513.19%-523.2pp | 314.74%-324.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,024 | $4,906-58.7% | $3,826-47.1% | $4,779-57.6% |
| Participant deferral / active EE | $4,024 | $5,506-26.9% | $4,672-13.9% | $5,609-28.2% |
| Admin fee / account holder | $2,199 | $11,457-80.8% | $8,547-74.3% | $10,827-79.7% |