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 | $83,018 | $180,449-54.0% | $154,107-46.1% | $135,375-38.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.15% | 888.09%-897.2pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $2,121 | $6,035-64.8% | $5,298-60.0% | $4,779-55.6% |
| Participant deferral / active EE | $4,812 | $5,806-17.1% | $5,081-5.3% | $5,609-14.2% |
| Admin fee / account holder | $1,214 | $16,143-92.5% | $13,411-90.9% | $10,827-88.8% |