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 | $154,804 | $180,449-14.2% | $154,107+0.5% | $135,375+14.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 888.09%-897.3pp | 735.12%-744.3pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,831 | $6,035-69.7% | $5,298-65.4% | $4,779-61.7% |
| Participant deferral / active EE | $3,909 | $5,806-32.7% | $5,081-23.1% | $5,609-30.3% |
| Admin fee / account holder | $1,709 | $16,143-89.4% | $13,411-87.3% | $10,827-84.2% |