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 | $59,696 | $90,600-34.1% | $79,464-24.9% | $135,375-55.9% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -17.09% | 977.43%-994.5pp | 718.14%-735.2pp | 519.73%-536.8pp |
| Employer contribution / active EE | $1,872 | $3,068-39.0% | $2,800-33.1% | $4,779-60.8% |
| Participant deferral / active EE | $9,261 | $4,050+128.6% | $3,704+150.0% | $5,609+65.1% |
| Admin fee / account holder | $5,900 | $5,907-0.1% | $5,113+15.4% | $10,827-45.5% |