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 | $158,073 | $209,411-24.5% | $178,490-11.4% | $158,922-0.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -5.35% | 188.75%-194.1pp | 151.07%-156.4pp | 302.83%-308.2pp |
| Employer contribution / active EE | $6,917 | $5,706+21.2% | $5,011+38.1% | $4,761+45.3% |
| Participant deferral / active EE | $3,714 | $5,954-37.6% | $5,202-28.6% | $5,982-37.9% |
| Admin fee / account holder | $1,374 | $17,074-92.0% | $13,984-90.2% | $11,246-87.8% |