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 | $159,579 | $138,044+15.6% | $125,339+27.3% | $134,475+18.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -22.08% | 750.33%-772.4pp | 572.05%-594.1pp | 417.96%-440.0pp |
| Employer contribution / active EE | $15,485 | $5,243+195.3% | $4,814+221.7% | $4,740+226.7% |
| Participant deferral / active EE | $6,349 | $7,799-18.6% | $7,446-14.7% | $6,400-0.8% |
| Admin fee / account holder | $3,516 | $11,571-69.6% | $10,010-64.9% | $11,426-69.2% |