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 | $87,746 | $138,044-36.4% | $125,339-30.0% | $134,475-34.7% |
| Participation rate | 76.5% | 84.5%-8.0pp | 82.4%-5.9pp | 81.2%-4.8pp |
| Annual return | -23.19% | 750.33%-773.5pp | 572.05%-595.2pp | 417.96%-441.2pp |
| Employer contribution / active EE | $2,672 | $5,243-49.0% | $4,814-44.5% | $4,740-43.6% |
| Participant deferral / active EE | $7,631 | $7,799-2.2% | $7,446+2.5% | $6,400+19.2% |
| Admin fee / account holder | $22,326 | $11,571+92.9% | $10,010+123.1% | $11,426+95.4% |