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 | $59,082 | $180,449-67.3% | $154,107-61.7% | $135,375-56.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.56% | 888.09%-899.7pp | 735.12%-746.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $6,886 | $6,035+14.1% | $5,298+30.0% | $4,779+44.1% |
| Participant deferral / active EE | $4,572 | $5,806-21.3% | $5,081-10.0% | $5,609-18.5% |
| Admin fee / account holder | $819 | $16,143-94.9% | $13,411-93.9% | $10,827-92.4% |