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 | $93,202 | $180,449-48.3% | $154,107-39.5% | $135,375-31.2% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -16.48% | 888.09%-904.6pp | 735.12%-751.6pp | 519.73%-536.2pp |
| Employer contribution / active EE | $2,320 | $6,035-61.6% | $5,298-56.2% | $4,779-51.5% |
| Participant deferral / active EE | $4,094 | $5,806-29.5% | $5,081-19.4% | $5,609-27.0% |
| Admin fee / account holder | $1,201 | $16,143-92.6% | $13,411-91.0% | $10,827-88.9% |