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 | $73,533 | $180,449-59.2% | $154,107-52.3% | $135,375-45.7% |
| Participation rate | 91.3% | 87.4%+3.9pp | 83.0%+8.3pp | 82.6%+8.7pp |
| Annual return | -10.16% | 888.09%-898.3pp | 735.12%-745.3pp | 519.73%-529.9pp |
| Employer contribution / active EE | $4,669 | $6,035-22.6% | $5,298-11.9% | $4,779-2.3% |
| Participant deferral / active EE | $4,206 | $5,806-27.6% | $5,081-17.2% | $5,609-25.0% |
| Admin fee / account holder | $1,343 | $16,143-91.7% | $13,411-90.0% | $10,827-87.6% |