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 3-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 | $156,850 | $138,044+13.6% | $125,339+25.1% | $134,475+16.6% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -30.83% | 750.33%-781.2pp | 572.05%-602.9pp | 417.96%-448.8pp |
| Employer contribution / active EE | $3,424 | $5,243-34.7% | $4,814-28.9% | $4,740-27.8% |
| Participant deferral / active EE | $5,981 | $7,799-23.3% | $7,446-19.7% | $6,400-6.6% |
| Admin fee / account holder | $6,535 | $11,571-43.5% | $10,010-34.7% | $11,426-42.8% |