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 | $119,681 | $180,449-33.7% | $154,107-22.3% | $135,375-11.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -13.62% | 888.09%-901.7pp | 735.12%-748.7pp | 519.73%-533.3pp |
| Employer contribution / active EE | $3,085 | $6,035-48.9% | $5,298-41.8% | $4,779-35.4% |
| Participant deferral / active EE | $12,882 | $5,806+121.9% | $5,081+153.6% | $5,609+129.7% |
| Admin fee / account holder | $5,932 | $16,143-63.3% | $13,411-55.8% | $10,827-45.2% |