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 | $94,181 | $138,044-31.8% | $125,339-24.9% | $134,475-30.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -21.01% | 750.33%-771.3pp | 572.05%-593.1pp | 417.96%-439.0pp |
| Employer contribution / active EE | $4,655 | $5,243-11.2% | $4,814-3.3% | $4,740-1.8% |
| Participant deferral / active EE | $13,559 | $7,799+73.9% | $7,446+82.1% | $6,400+111.9% |
| Admin fee / account holder | $443 | $11,571-96.2% | $10,010-95.6% | $11,426-96.1% |