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 | $59,076 | $180,449-67.3% | $154,107-61.7% | $135,375-56.4% |
| Participation rate | 78.9% | 87.4%-8.5pp | 83.0%-4.1pp | 82.6%-3.7pp |
| Annual return | -9.59% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,407 | $6,035-60.1% | $5,298-54.6% | $4,779-49.6% |
| Participant deferral / active EE | $4,025 | $5,806-30.7% | $5,081-20.8% | $5,609-28.2% |
| Admin fee / account holder | $1,565 | $16,143-90.3% | $13,411-88.3% | $10,827-85.5% |