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 | $81,699 | $177,572-54.0% | $154,803-47.2% | $142,382-42.6% |
| Participation rate | 92.9% | 82.1%+10.8pp | 78.1%+14.8pp | 80.1%+12.7pp |
| Annual return | -1.92% | 65.07%-67.0pp | 58.88%-60.8pp | 217.08%-219.0pp |
| Employer contribution / active EE | $1,399 | $4,810-70.9% | $4,305-67.5% | $4,299-67.5% |
| Participant deferral / active EE | $20,785 | $6,272+231.4% | $5,540+275.2% | $6,507+219.4% |
| Admin fee / account holder | $320 | $16,786-98.1% | $14,329-97.8% | $12,624-97.5% |