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 | $79,700 | $209,411-61.9% | $178,490-55.3% | $158,922-49.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -14.23% | 188.75%-203.0pp | 151.07%-165.3pp | 302.83%-317.1pp |
| Employer contribution / active EE | $2,284 | $5,706-60.0% | $5,011-54.4% | $4,761-52.0% |
| Participant deferral / active EE | $6,288 | $5,954+5.6% | $5,202+20.9% | $5,982+5.1% |
| Admin fee / account holder | $4,634 | $17,074-72.9% | $13,984-66.9% | $11,246-58.8% |