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 | $189,368 | $112,096+68.9% | $95,952+97.4% | $158,922+19.2% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | -2.10% | 171.09%-173.2pp | 91.61%-93.7pp | 302.83%-304.9pp |
| Employer contribution / active EE | $32,775 | $3,198+924.9% | $2,541+1189.9% | $4,761+588.4% |
| Participant deferral / active EE | $4,063 | $4,784-15.1% | $4,167-2.5% | $5,982-32.1% |
| Admin fee / account holder | $21,455 | $10,130+111.8% | $6,795+215.7% | $11,246+90.8% |