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 | $119,329 | $180,449-33.9% | $154,107-22.6% | $135,375-11.9% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -11.03% | 888.09%-899.1pp | 735.12%-746.1pp | 519.73%-530.8pp |
| Employer contribution / active EE | $5,345 | $6,035-11.4% | $5,298+0.9% | $4,779+11.9% |
| Participant deferral / active EE | $3,811 | $5,806-34.4% | $5,081-25.0% | $5,609-32.1% |
| Admin fee / account holder | $1,485 | $16,143-90.8% | $13,411-88.9% | $10,827-86.3% |