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 | $83,091 | $180,449-54.0% | $154,107-46.1% | $135,375-38.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -9.94% | 888.09%-898.0pp | 735.12%-745.1pp | 519.73%-529.7pp |
| Employer contribution / active EE | $2,389 | $6,035-60.4% | $5,298-54.9% | $4,779-50.0% |
| Participant deferral / active EE | $6,673 | $5,806+14.9% | $5,081+31.3% | $5,609+19.0% |
| Admin fee / account holder | $7,330 | $16,143-54.6% | $13,411-45.3% | $10,827-32.3% |