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 | $138,202 | $92,703+49.1% | $82,719+67.1% | $134,475+2.8% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -27.21% | 944.92%-972.1pp | 701.18%-728.4pp | 417.96%-445.2pp |
| Employer contribution / active EE | $1,680 | $3,274-48.7% | $3,009-44.2% | $4,740-64.6% |
| Participant deferral / active EE | $5,692 | $4,802+18.5% | $4,395+29.5% | $6,400-11.1% |
| Admin fee / account holder | $426 | $5,983-92.9% | $5,329-92.0% | $11,426-96.3% |