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 | $143,317 | $108,919+31.6% | $100,391+42.8% | $145,922-1.8% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | -0.85% | 57.88%-58.7pp | 49.20%-50.1pp | 561.29%-562.1pp |
| Employer contribution / active EE | $2,748 | $4,419-37.8% | $3,942-30.3% | $4,660-41.0% |
| Participant deferral / active EE | $9,976 | $8,445+18.1% | $8,082+23.4% | $6,688+49.2% |
| Admin fee / account holder | $11,560 | $9,689+19.3% | $7,899+46.3% | $13,397-13.7% |