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 | $105,592 | $74,888+41.0% | $71,209+48.3% | $142,382-25.8% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.1%+9.9pp |
| Annual return | -1.10% | 345.14%-346.2pp | 282.51%-283.6pp | 217.08%-218.2pp |
| Employer contribution / active EE | $1,951 | $2,854-31.6% | $2,721-28.3% | $4,299-54.6% |
| Participant deferral / active EE | $5,043 | $4,454+13.2% | $4,175+20.8% | $6,507-22.5% |
| Admin fee / account holder | $699 | $5,568-87.5% | $5,349-86.9% | $12,624-94.5% |