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 | $95,837 | $96,635-0.8% | $86,612+10.7% | $139,434-31.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 71.7%+19.2pp | 80.3%+10.6pp |
| Annual return | -8.21% | 106.41%-114.6pp | 591.07%-599.3pp | 372.94%-381.1pp |
| Employer contribution / active EE | $2,207 | $3,263-32.4% | $3,022-27.0% | $4,751-53.6% |
| Participant deferral / active EE | $1,652 | $4,836-65.8% | $4,438-62.8% | $6,710-75.4% |
| Admin fee / account holder | $4,427 | $6,408-30.9% | $5,614-21.1% | $11,403-61.2% |