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 | $76,893 | $159,901-51.9% | $146,958-47.7% | $145,922-47.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -2.03% | 98.13%-100.2pp | 418.34%-420.4pp | 561.29%-563.3pp |
| Employer contribution / active EE | $2,482 | $5,286-53.0% | $4,933-49.7% | $4,660-46.7% |
| Participant deferral / active EE | $4,904 | $8,428-41.8% | $8,070-39.2% | $6,688-26.7% |
| Admin fee / account holder | $4,619 | $15,044-69.3% | $12,998-64.5% | $13,397-65.5% |