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 6-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 | $50,265 | $138,044-63.6% | $125,339-59.9% | $134,475-62.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -23.29% | 750.33%-773.6pp | 572.05%-595.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $7,243 | $5,243+38.1% | $4,814+50.5% | $4,740+52.8% |
| Participant deferral / active EE | $13,644 | $7,799+74.9% | $7,446+83.2% | $6,400+113.2% |
| Admin fee / account holder | $1,454 | $11,571-87.4% | $10,010-85.5% | $11,426-87.3% |