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 | $115,932 | $180,449-35.8% | $154,107-24.8% | $135,375-14.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.34% | 888.09%-897.4pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,313 | $6,035-78.2% | $5,298-75.2% | $4,779-72.5% |
| Participant deferral / active EE | $14,667 | $5,806+152.6% | $5,081+188.7% | $5,609+161.5% |
| Admin fee / account holder | $1,671 | $16,143-89.6% | $13,411-87.5% | $10,827-84.6% |