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 | $68,686 | $138,044-50.2% | $125,339-45.2% | $134,475-48.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.01% | 750.33%-773.3pp | 572.05%-595.1pp | 417.96%-441.0pp |
| Employer contribution / active EE | $4,563 | $5,243-13.0% | $4,814-5.2% | $4,740-3.7% |
| Participant deferral / active EE | $12,856 | $7,799+64.8% | $7,446+72.6% | $6,400+100.9% |
| Admin fee / account holder | $1,590 | $11,571-86.3% | $10,010-84.1% | $11,426-86.1% |