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 | $125,119 | $160,055-21.8% | $140,016-10.6% | $135,375-7.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.31% | 911.38%-923.7pp | 651.12%-663.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $3,997 | $6,420-37.7% | $5,606-28.7% | $4,779-16.4% |
| Participant deferral / active EE | $9,622 | $7,642+25.9% | $6,927+38.9% | $5,609+71.5% |
| Admin fee / account holder | $5,581 | $13,328-58.1% | $10,705-47.9% | $10,827-48.5% |