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 | $101,243 | $115,770-12.5% | $101,2480% | $158,922-36.3% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | -45.10% | 56.14%-101.2pp | 46.47%-91.6pp | 302.83%-347.9pp |
| Employer contribution / active EE | $6,098 | $4,175+46.1% | $3,660+66.6% | $4,761+28.1% |
| Participant deferral / active EE | $8,657 | $4,957+74.6% | $4,370+98.1% | $5,982+44.7% |
| Admin fee / account holder | $1,279 | $7,245-82.3% | $5,945-78.5% | $11,246-88.6% |