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 | $113,737 | $180,449-37.0% | $154,107-26.2% | $135,375-16.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.32% | 888.09%-898.4pp | 735.12%-745.4pp | 519.73%-530.1pp |
| Employer contribution / active EE | $7,488 | $6,035+24.1% | $5,298+41.4% | $4,779+56.7% |
| Participant deferral / active EE | $6,591 | $5,806+13.5% | $5,081+29.7% | $5,609+17.5% |
| Admin fee / account holder | $588 | $16,143-96.4% | $13,411-95.6% | $10,827-94.6% |