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 | $67,080 | $165,335-59.4% | $149,696-55.2% | $158,922-57.8% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.7pp | 82.0%-9.2pp |
| Annual return | -3.62% | 348.15%-351.8pp | 276.60%-280.2pp | 302.83%-306.4pp |
| Employer contribution / active EE | $3,161 | $5,103-38.0% | $4,644-31.9% | $4,761-33.6% |
| Participant deferral / active EE | $10,294 | $7,181+43.3% | $6,842+50.5% | $5,982+72.1% |
| Admin fee / account holder | $60,085 | $10,807+456.0% | $9,309+545.5% | $11,246+434.3% |