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 | $59,894 | $180,449-66.8% | $154,107-61.1% | $135,375-55.8% |
| Participation rate | 89.5% | 87.4%+2.0pp | 83.0%+6.4pp | 82.6%+6.8pp |
| Annual return | -11.99% | 888.09%-900.1pp | 735.12%-747.1pp | 519.73%-531.7pp |
| Employer contribution / active EE | $1,767 | $6,035-70.7% | $5,298-66.7% | $4,779-63.0% |
| Participant deferral / active EE | $2,204 | $5,806-62.0% | $5,081-56.6% | $5,609-60.7% |
| Admin fee / account holder | $18,555 | $16,143+14.9% | $13,411+38.4% | $10,827+71.4% |