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 | $75,216 | $138,065-45.5% | $123,544-39.1% | $135,375-44.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -11.97% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.7pp |
| Employer contribution / active EE | $4,688 | $5,151-9.0% | $4,628+1.3% | $4,779-1.9% |
| Participant deferral / active EE | $10,482 | $6,799+54.2% | $6,426+63.1% | $5,609+86.9% |
| Admin fee / account holder | $11,288 | $10,916+3.4% | $9,284+21.6% | $10,827+4.3% |