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 | $47,392 | $175,202-73.0% | $149,673-68.3% | $139,434-66.0% |
| Participation rate | 84.6% | 83.4%+1.2pp | 78.8%+5.8pp | 80.3%+4.3pp |
| Annual return | -0.67% | 166.71%-167.4pp | 134.42%-135.1pp | 372.94%-373.6pp |
| Employer contribution / active EE | $5,347 | $5,474-2.3% | $4,818+11.0% | $4,751+12.5% |
| Participant deferral / active EE | $8,372 | $6,519+28.4% | $5,680+47.4% | $6,710+24.8% |
| Admin fee / account holder | $747 | $16,150-95.4% | $13,210-94.3% | $11,403-93.4% |