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 5-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 | $67,491 | $111,724-39.6% | $93,606-27.9% | $145,922-53.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | -4.35% | 202.98%-207.3pp | 133.20%-137.5pp | 561.29%-565.6pp |
| Employer contribution / active EE | $1,516 | $3,090-50.9% | $2,420-37.4% | $4,660-67.5% |
| Participant deferral / active EE | $1,973 | $4,912-59.8% | $4,411-55.3% | $6,688-70.5% |
| Admin fee / account holder | $2,570 | $10,250-74.9% | $8,285-69.0% | $13,397-80.8% |