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 | $120,924 | $180,449-33.0% | $154,107-21.5% | $135,375-10.7% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -12.79% | 888.09%-900.9pp | 735.12%-747.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $8,386 | $6,035+39.0% | $5,298+58.3% | $4,779+75.5% |
| Participant deferral / active EE | $8,079 | $5,806+39.1% | $5,081+59.0% | $5,609+44.0% |
| Admin fee / account holder | $1,041 | $16,143-93.5% | $13,411-92.2% | $10,827-90.4% |