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 | $62,910 | $67,331-6.6% | $60,874+3.3% | $134,475-53.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -20.80% | 49.93%-70.7pp | 16.90%-37.7pp | 417.96%-438.8pp |
| Employer contribution / active EE | $5,045 | $3,096+62.9% | $2,701+86.8% | $4,740+6.4% |
| Participant deferral / active EE | $5,817 | $4,538+28.2% | $3,817+52.4% | $6,400-9.1% |
| Admin fee / account holder | $1,908 | $4,582-58.4% | $3,224-40.8% | $11,426-83.3% |