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 | $102,714 | $138,044-25.6% | $125,339-18.1% | $134,475-23.6% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -23.80% | 750.33%-774.1pp | 572.05%-595.9pp | 417.96%-441.8pp |
| Employer contribution / active EE | $2,022 | $5,243-61.4% | $4,814-58.0% | $4,740-57.3% |
| Participant deferral / active EE | $3,402 | $7,799-56.4% | $7,446-54.3% | $6,400-46.8% |
| Admin fee / account holder | $1,891 | $11,571-83.7% | $10,010-81.1% | $11,426-83.4% |