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 | $106,081 | $168,632-37.1% | $147,614-28.1% | $125,391-15.4% |
| Participation rate | 85.7% | 88.8%-3.1pp | 84.6%+1.1pp | 83.2%+2.5pp |
| Annual return | -4.42% | 77.65%-82.1pp | 61.98%-66.4pp | 282.22%-286.6pp |
| Employer contribution / active EE | $2,420 | $6,252-61.3% | $5,564-56.5% | $4,866-50.3% |
| Participant deferral / active EE | $5,488 | $5,507-0.3% | $4,895+12.1% | $5,352+2.5% |
| Admin fee / account holder | $1,113 | $13,580-91.8% | $11,611-90.4% | $9,540-88.3% |