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 | $154,677 | $168,632-8.3% | $147,614+4.8% | $125,391+23.4% |
| Participation rate | 88.2% | 88.8%-0.5pp | 84.6%+3.6pp | 83.2%+5.0pp |
| Annual return | -6.69% | 77.65%-84.3pp | 61.98%-68.7pp | 282.22%-288.9pp |
| Employer contribution / active EE | $11,534 | $6,252+84.5% | $5,564+107.3% | $4,866+137.0% |
| Participant deferral / active EE | $3,469 | $5,507-37.0% | $4,895-29.1% | $5,352-35.2% |
| Admin fee / account holder | $305,732 | $13,580+2151.4% | $11,611+2533.1% | $9,540+3104.6% |