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 | $100,562 | $180,449-44.3% | $154,107-34.7% | $135,375-25.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.07% | 888.09%-897.2pp | 735.12%-744.2pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,326 | $6,035-61.5% | $5,298-56.1% | $4,779-51.3% |
| Participant deferral / active EE | $5,730 | $5,806-1.3% | $5,081+12.8% | $5,609+2.2% |
| Admin fee / account holder | $1,192 | $16,143-92.6% | $13,411-91.1% | $10,827-89.0% |