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 | $61,934 | $121,625-49.1% | $104,607-40.8% | $158,922-61.0% |
| Participation rate | 92.9% | 77.5%+15.3pp | 74.1%+18.8pp | 82.0%+10.9pp |
| Annual return | -1.11% | 465.26%-466.4pp | 340.46%-341.6pp | 302.83%-303.9pp |
| Employer contribution / active EE | $3,976 | $3,163+25.7% | $2,681+48.3% | $4,761-16.5% |
| Participant deferral / active EE | $7,008 | $4,177+67.8% | $3,740+87.4% | $5,982+17.1% |
| Admin fee / account holder | $305 | $7,787-96.1% | $6,473-95.3% | $11,246-97.3% |