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 | $134,425 | $154,117-12.8% | $129,995+3.4% | $139,434-3.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | -7.78% | 32.48%-40.3pp | -137.18%+129.4pp | 372.94%-380.7pp |
| Employer contribution / active EE | $2,906 | $5,289-45.1% | $4,320-32.7% | $4,751-38.8% |
| Participant deferral / active EE | $9,681 | $6,710+44.3% | $5,820+66.3% | $6,710+44.3% |
| Admin fee / account holder | $4,083 | $14,007-70.8% | $10,614-61.5% | $11,403-64.2% |