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 8-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 | $161,091 | $183,519-12.2% | $155,509+3.6% | $145,922+10.4% |
| Participation rate | 95.5% | 82.7%+12.8pp | 78.2%+17.3pp | 80.3%+15.2pp |
| Annual return | -7.22% | 61.17%-68.4pp | 64.67%-71.9pp | 561.29%-568.5pp |
| Employer contribution / active EE | $7,569 | $5,313+42.5% | $4,672+62.0% | $4,660+62.4% |
| Participant deferral / active EE | $7,140 | $6,462+10.5% | $5,626+26.9% | $6,688+6.8% |
| Admin fee / account holder | $3,037 | $19,313-84.3% | $15,912-80.9% | $13,397-77.3% |