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 | $55,218 | $168,632-67.3% | $147,614-62.6% | $125,391-56.0% |
| Participation rate | 90.0% | 88.8%+1.2pp | 84.6%+5.4pp | 83.2%+6.8pp |
| Annual return | -8.39% | 77.65%-86.0pp | 61.98%-70.4pp | 282.22%-290.6pp |
| Employer contribution / active EE | $2,517 | $6,252-59.7% | $5,564-54.8% | $4,866-48.3% |
| Participant deferral / active EE | $3,590 | $5,507-34.8% | $4,895-26.7% | $5,352-32.9% |
| Admin fee / account holder | $833 | $13,580-93.9% | $11,611-92.8% | $9,540-91.3% |