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 | $161,280 | $209,411-23.0% | $178,490-9.6% | $158,922+1.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -3.93% | 188.75%-192.7pp | 151.07%-155.0pp | 302.83%-306.8pp |
| Employer contribution / active EE | $2,454 | $5,706-57.0% | $5,011-51.0% | $4,761-48.5% |
| Participant deferral / active EE | $10,013 | $5,954+68.2% | $5,202+92.5% | $5,982+67.4% |
| Admin fee / account holder | $2,213 | $17,074-87.0% | $13,984-84.2% | $11,246-80.3% |