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 | $159,569 | $180,449-11.6% | $154,107+3.5% | $135,375+17.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -12.03% | 888.09%-900.1pp | 735.12%-747.1pp | 519.73%-531.8pp |
| Employer contribution / active EE | $2,062 | $6,035-65.8% | $5,298-61.1% | $4,779-56.8% |
| Participant deferral / active EE | $6,169 | $5,806+6.3% | $5,081+21.4% | $5,609+10.0% |
| Admin fee / account holder | $1,275 | $16,143-92.1% | $13,411-90.5% | $10,827-88.2% |