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 | $92,688 | $138,044-32.9% | $125,339-26.1% | $134,475-31.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -20.84% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $4,513 | $5,243-13.9% | $4,814-6.3% | $4,740-4.8% |
| Participant deferral / active EE | $7,490 | $7,799-4.0% | $7,446+0.6% | $6,400+17.0% |
| Admin fee / account holder | $968 | $11,571-91.6% | $10,010-90.3% | $11,426-91.5% |