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 | $122,254 | $180,449-32.3% | $154,107-20.7% | $135,375-9.7% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -10.72% | 888.09%-898.8pp | 735.12%-745.8pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,021 | $6,035-66.5% | $5,298-61.9% | $4,779-57.7% |
| Participant deferral / active EE | $4,462 | $5,806-23.2% | $5,081-12.2% | $5,609-20.5% |
| Admin fee / account holder | $1,455 | $16,143-91.0% | $13,411-89.2% | $10,827-86.6% |