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 | $91,592 | $138,044-33.6% | $125,339-26.9% | $134,475-31.9% |
| Participation rate | 95.5% | 84.5%+11.0pp | 82.4%+13.1pp | 81.2%+14.2pp |
| Annual return | -21.96% | 750.33%-772.3pp | 572.05%-594.0pp | 417.96%-439.9pp |
| Employer contribution / active EE | $6,164 | $5,243+17.6% | $4,814+28.1% | $4,740+30.1% |
| Participant deferral / active EE | $6,450 | $7,799-17.3% | $7,446-13.4% | $6,400+0.8% |
| Admin fee / account holder | $2,633 | $11,571-77.2% | $10,010-73.7% | $11,426-77.0% |