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 | $89,359 | $190,805-53.2% | $159,960-44.1% | $134,475-33.5% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -21.78% | 552.23%-574.0pp | 408.60%-430.4pp | 417.96%-439.7pp |
| Employer contribution / active EE | $3,672 | $4,995-26.5% | $4,226-13.1% | $4,740-22.5% |
| Participant deferral / active EE | $10,543 | $6,923+52.3% | $6,182+70.5% | $6,400+64.7% |
| Admin fee / account holder | $12,926 | $10,471+23.4% | $8,698+48.6% | $11,426+13.1% |