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 | $184,127 | $180,449+2.0% | $154,107+19.5% | $135,375+36.0% |
| 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 | $2,290 | $6,035-62.0% | $5,298-56.8% | $4,779-52.1% |
| Participant deferral / active EE | $7,977 | $5,806+37.4% | $5,081+57.0% | $5,609+42.2% |
| Admin fee / account holder | $2,120 | $16,143-86.9% | $13,411-84.2% | $10,827-80.4% |