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 | $67,525 | $160,055-57.8% | $140,016-51.8% | $135,375-50.1% |
| Participation rate | 75.0% | 88.5%-13.5pp | 87.5%-12.5pp | 82.6%-7.6pp |
| Annual return | -12.84% | 911.38%-924.2pp | 651.12%-664.0pp | 519.73%-532.6pp |
| Employer contribution / active EE | $4,144 | $6,420-35.5% | $5,606-26.1% | $4,779-13.3% |
| Participant deferral / active EE | $11,075 | $7,642+44.9% | $6,927+59.9% | $5,609+97.5% |
| Admin fee / account holder | $5,957 | $13,328-55.3% | $10,705-44.4% | $10,827-45.0% |