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 | $166,462 | $138,065+20.6% | $123,544+34.7% | $135,375+23.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.42% | 153.68%-168.1pp | 119.20%-133.6pp | 519.73%-534.2pp |
| Employer contribution / active EE | $3,399 | $5,151-34.0% | $4,628-26.6% | $4,779-28.9% |
| Participant deferral / active EE | $4,603 | $6,799-32.3% | $6,426-28.4% | $5,609-17.9% |
| Admin fee / account holder | $2,245 | $10,916-79.4% | $9,284-75.8% | $10,827-79.3% |