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 | $154,973 | $95,971+61.5% | $74,550+107.9% | $135,375+14.5% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -11.34% | 56.96%-68.3pp | 32.53%-43.9pp | 519.73%-531.1pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,562 | $3,843+18.7% | $3,108+46.8% | $5,609-18.7% |
| Admin fee / account holder | $10,254 | $6,522+57.2% | $5,060+102.7% | $10,827-5.3% |