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 | $158,469 | $102,604+54.4% | $86,188+83.9% | $139,434+13.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 69.0%+14.4pp | 80.3%+3.0pp |
| Annual return | -7.88% | 1922.51%-1930.4pp | 1168.45%-1176.3pp | 372.94%-380.8pp |
| Employer contribution / active EE | $2,845 | $3,032-6.2% | $2,380+19.5% | $4,751-40.1% |
| Participant deferral / active EE | $3,619 | $4,676-22.6% | $3,985-9.2% | $6,710-46.1% |
| Admin fee / account holder | $1,010 | $8,657-88.3% | $6,852-85.3% | $11,403-91.1% |