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 | $75,319 | $138,044-45.4% | $125,339-39.9% | $134,475-44.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -31.15% | 750.33%-781.5pp | 572.05%-603.2pp | 417.96%-449.1pp |
| Employer contribution / active EE | $2,838 | $5,243-45.9% | $4,814-41.1% | $4,740-40.1% |
| Participant deferral / active EE | $7,596 | $7,799-2.6% | $7,446+2.0% | $6,400+18.7% |
| Admin fee / account holder | $5,072 | $11,571-56.2% | $10,010-49.3% | $11,426-55.6% |