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 | $160,483 | $138,044+16.3% | $125,339+28.0% | $134,475+19.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -22.23% | 750.33%-772.6pp | 572.05%-594.3pp | 417.96%-440.2pp |
| Employer contribution / active EE | $4,512 | $5,243-13.9% | $4,814-6.3% | $4,740-4.8% |
| Participant deferral / active EE | $6,351 | $7,799-18.6% | $7,446-14.7% | $6,400-0.8% |
| Admin fee / account holder | $32,900 | $11,571+184.3% | $10,010+228.7% | $11,426+187.9% |