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 | $85,233 | $138,065-38.3% | $123,544-31.0% | $135,375-37.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.24% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $15,697 | $5,151+204.7% | $4,628+239.2% | $4,779+228.5% |
| Participant deferral / active EE | $20,088 | $6,799+195.4% | $6,426+212.6% | $5,609+258.1% |
| Admin fee / account holder | $441 | $10,916-96.0% | $9,284-95.3% | $10,827-95.9% |