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 | $102,081 | $138,044-26.1% | $125,339-18.6% | $134,475-24.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -22.94% | 750.33%-773.3pp | 572.05%-595.0pp | 417.96%-440.9pp |
| Employer contribution / active EE | $3,350 | $5,243-36.1% | $4,814-30.4% | $4,740-29.3% |
| Participant deferral / active EE | $18,613 | $7,799+138.7% | $7,446+150.0% | $6,400+190.8% |
| Admin fee / account holder | $61,622 | $11,571+432.5% | $10,010+515.6% | $11,426+439.3% |