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 | $108,687 | $135,635-19.9% | $110,238-1.4% | $135,375-19.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.01% | 513.19%-524.2pp | 314.74%-325.7pp | 519.73%-530.7pp |
| Employer contribution / active EE | $6,388 | $4,906+30.2% | $3,826+66.9% | $4,779+33.7% |
| Participant deferral / active EE | $4,569 | $5,506-17.0% | $4,672-2.2% | $5,609-18.5% |
| Admin fee / account holder | $1,453 | $11,457-87.3% | $8,547-83.0% | $10,827-86.6% |