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 | $70,473 | $168,632-58.2% | $147,614-52.3% | $125,391-43.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -5.09% | 77.65%-82.7pp | 61.98%-67.1pp | 282.22%-287.3pp |
| Employer contribution / active EE | $6,434 | $6,252+2.9% | $5,564+15.6% | $4,866+32.2% |
| Participant deferral / active EE | $6,166 | $5,507+12.0% | $4,895+26.0% | $5,352+15.2% |
| Admin fee / account holder | $1,837 | $13,580-86.5% | $11,611-84.2% | $9,540-80.8% |