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 9-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 | $166,528 | $112,096+48.6% | $95,952+73.6% | $158,922+4.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | -0.53% | 171.09%-171.6pp | 91.61%-92.1pp | 302.83%-303.4pp |
| Employer contribution / active EE | $2,113 | $3,198-33.9% | $2,541-16.8% | $4,761-55.6% |
| Participant deferral / active EE | $3,821 | $4,784-20.1% | $4,167-8.3% | $5,982-36.1% |
| Admin fee / account holder | $27,096 | $10,130+167.5% | $6,795+298.7% | $11,246+140.9% |