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 | $157,466 | $180,449-12.7% | $154,107+2.2% | $135,375+16.3% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -11.61% | 888.09%-899.7pp | 735.12%-746.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,419 | $6,035-59.9% | $5,298-54.3% | $4,779-49.4% |
| Participant deferral / active EE | $7,994 | $5,806+37.7% | $5,081+57.3% | $5,609+42.5% |
| Admin fee / account holder | $323 | $16,143-98.0% | $13,411-97.6% | $10,827-97.0% |