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 | $39,512 | $138,065-71.4% | $123,544-68.0% | $135,375-70.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -11.64% | 153.68%-165.3pp | 119.20%-130.8pp | 519.73%-531.4pp |
| Employer contribution / active EE | $3,468 | $5,151-32.7% | $4,628-25.1% | $4,779-27.4% |
| Participant deferral / active EE | $8,491 | $6,799+24.9% | $6,426+32.1% | $5,609+51.4% |
| Admin fee / account holder | $3,892 | $10,916-64.3% | $9,284-58.1% | $10,827-64.1% |