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 | $87,368 | $138,044-36.7% | $125,339-30.3% | $134,475-35.0% |
| Participation rate | 81.0% | 84.5%-3.5pp | 82.4%-1.4pp | 81.2%-0.3pp |
| Annual return | -23.56% | 750.33%-773.9pp | 572.05%-595.6pp | 417.96%-441.5pp |
| Employer contribution / active EE | $3,196 | $5,243-39.0% | $4,814-33.6% | $4,740-32.6% |
| Participant deferral / active EE | $6,682 | $7,799-14.3% | $7,446-10.3% | $6,400+4.4% |
| Admin fee / account holder | $3,514 | $11,571-69.6% | $10,010-64.9% | $11,426-69.2% |