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 | $113,469 | $118,680-4.4% | $98,907+14.7% | $158,922-28.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -24.12% | 372.35%-396.5pp | 196.43%-220.5pp | 302.83%-326.9pp |
| Employer contribution / active EE | $1,606 | $3,333-51.8% | $2,689-40.3% | $4,761-66.3% |
| Participant deferral / active EE | $8,875 | $5,088+74.4% | $4,244+109.1% | $5,982+48.4% |
| Admin fee / account holder | $474 | $10,131-95.3% | $6,642-92.9% | $11,246-95.8% |