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 | $130,881 | $180,449-27.5% | $154,107-15.1% | $135,375-3.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.61% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $5,263 | $6,035-12.8% | $5,298-0.7% | $4,779+10.1% |
| Participant deferral / active EE | $2,805 | $5,806-51.7% | $5,081-44.8% | $5,609-50.0% |
| Admin fee / account holder | $3,834 | $16,143-76.3% | $13,411-71.4% | $10,827-64.6% |