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 | $124,521 | $180,449-31.0% | $154,107-19.2% | $135,375-8.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -9.54% | 888.09%-897.6pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $6,416 | $6,035+6.3% | $5,298+21.1% | $4,779+34.3% |
| Participant deferral / active EE | $9,024 | $5,806+55.4% | $5,081+77.6% | $5,609+60.9% |
| Admin fee / account holder | $792 | $16,143-95.1% | $13,411-94.1% | $10,827-92.7% |