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 | $62,431 | $118,680-47.4% | $98,907-36.9% | $158,922-60.7% |
| Participation rate | 87.5% | 77.8%+9.7pp | 76.0%+11.5pp | 82.0%+5.5pp |
| Annual return | -5.94% | 372.35%-378.3pp | 196.43%-202.4pp | 302.83%-308.8pp |
| Employer contribution / active EE | $1,190 | $3,333-64.3% | $2,689-55.8% | $4,761-75.0% |
| Participant deferral / active EE | $3,721 | $5,088-26.9% | $4,244-12.3% | $5,982-37.8% |
| Admin fee / account holder | $92,604 | $10,131+814.1% | $6,642+1294.3% | $11,246+723.5% |