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 | $65,877 | $138,044-52.3% | $125,339-47.4% | $134,475-51.0% |
| Participation rate | 86.7% | 84.5%+2.2pp | 82.4%+4.3pp | 81.2%+5.4pp |
| Annual return | -22.65% | 750.33%-773.0pp | 572.05%-594.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,107 | $5,243-59.8% | $4,814-56.2% | $4,740-55.5% |
| Participant deferral / active EE | $7,664 | $7,799-1.7% | $7,446+2.9% | $6,400+19.8% |
| Admin fee / account holder | $579 | $11,571-95.0% | $10,010-94.2% | $11,426-94.9% |