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 | $84,846 | $209,411-59.5% | $178,490-52.5% | $158,922-46.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | -25.38% | 188.75%-214.1pp | 151.07%-176.4pp | 302.83%-328.2pp |
| Employer contribution / active EE | $3,601 | $5,706-36.9% | $5,011-28.1% | $4,761-24.4% |
| Participant deferral / active EE | $8,192 | $5,954+37.6% | $5,202+57.5% | $5,982+36.9% |
| Admin fee / account holder | $543 | $17,074-96.8% | $13,984-96.1% | $11,246-95.2% |