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 | $133,384 | $180,449-26.1% | $154,107-13.4% | $135,375-1.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.75% | 888.09%-897.8pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $6,602 | $6,035+9.4% | $5,298+24.6% | $4,779+38.2% |
| Participant deferral / active EE | $22,862 | $5,806+293.8% | $5,081+350.0% | $5,609+307.6% |
| Admin fee / account holder | $1,226 | $16,143-92.4% | $13,411-90.9% | $10,827-88.7% |