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 | $49,615 | $180,449-72.5% | $154,107-67.8% | $135,375-63.3% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -9.39% | 888.09%-897.5pp | 735.12%-744.5pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,487 | $6,035-75.4% | $5,298-71.9% | $4,779-68.9% |
| Participant deferral / active EE | $3,566 | $5,806-38.6% | $5,081-29.8% | $5,609-36.4% |
| Admin fee / account holder | $744 | $16,143-95.4% | $13,411-94.5% | $10,827-93.1% |