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 | $49,328 | $138,044-64.3% | $125,339-60.6% | $134,475-63.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -26.86% | 750.33%-777.2pp | 572.05%-598.9pp | 417.96%-444.8pp |
| Employer contribution / active EE | $1,610 | $5,243-69.3% | $4,814-66.6% | $4,740-66.0% |
| Participant deferral / active EE | $4,838 | $7,799-38.0% | $7,446-35.0% | $6,400-24.4% |
| Admin fee / account holder | $566 | $11,571-95.1% | $10,010-94.3% | $11,426-95.0% |