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 | $87,622 | $101,283-13.5% | $75,826+15.6% | $135,375-35.3% |
| Participation rate | 94.7% | 72.7%+22.0pp | 68.2%+26.5pp | 82.6%+12.1pp |
| Annual return | -12.74% | 3384.62%-3397.4pp | 1914.15%-1926.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $2,003 | $2,382-15.9% | $1,913+4.7% | $4,779-58.1% |
| Participant deferral / active EE | $4,006 | $3,469+15.5% | $2,862+40.0% | $5,609-28.6% |
| Admin fee / account holder | $1,504 | $6,539-77.0% | $4,726-68.2% | $10,827-86.1% |