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 | $89,021 | $160,055-44.4% | $140,016-36.4% | $135,375-34.2% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | -9.93% | 911.38%-921.3pp | 651.12%-661.0pp | 519.73%-529.7pp |
| Employer contribution / active EE | $4,474 | $6,420-30.3% | $5,606-20.2% | $4,779-6.4% |
| Participant deferral / active EE | $7,433 | $7,642-2.7% | $6,927+7.3% | $5,609+32.5% |
| Admin fee / account holder | $531 | $13,328-96.0% | $10,705-95.0% | $10,827-95.1% |