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 | $104,366 | $160,055-34.8% | $140,016-25.5% | $135,375-22.9% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -10.92% | 911.38%-922.3pp | 651.12%-662.0pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,667 | $6,420-58.5% | $5,606-52.4% | $4,779-44.2% |
| Participant deferral / active EE | $9,175 | $7,642+20.1% | $6,927+32.4% | $5,609+63.6% |
| Admin fee / account holder | $877 | $13,328-93.4% | $10,705-91.8% | $10,827-91.9% |