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 | $222,610 | $180,449+23.4% | $154,107+44.5% | $135,375+64.4% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -11.18% | 888.09%-899.3pp | 735.12%-746.3pp | 519.73%-530.9pp |
| Employer contribution / active EE | $5,422 | $6,035-10.2% | $5,298+2.3% | $4,779+13.5% |
| Participant deferral / active EE | $12,967 | $5,806+123.3% | $5,081+155.2% | $5,609+131.2% |
| Admin fee / account holder | $1,166 | $16,143-92.8% | $13,411-91.3% | $10,827-89.2% |