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 | $0 | $159,602-100.0% | $150,045-100.0% | $142,382-100.0% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.3%-2.3pp | 80.1%-0.1pp |
| Annual return | -56.28% | 70.24%-126.5pp | 62.55%-118.8pp | 217.08%-273.4pp |
| Employer contribution / active EE | $3,035 | $4,961-38.8% | $4,693-35.3% | $4,299-29.4% |
| Participant deferral / active EE | $6,798 | $8,310-18.2% | $7,997-15.0% | $6,507+4.5% |
| Admin fee / account holder | $14,177 | $14,846-4.5% | $13,435+5.5% | $12,624+12.3% |