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 | $32,749 | $138,065-76.3% | $123,544-73.5% | $135,375-75.8% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -10.92% | 153.68%-164.6pp | 119.20%-130.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $3,097 | $5,151-39.9% | $4,628-33.1% | $4,779-35.2% |
| Participant deferral / active EE | $11,716 | $6,799+72.3% | $6,426+82.3% | $5,609+108.9% |
| Admin fee / account holder | $3,761 | $10,916-65.5% | $9,284-59.5% | $10,827-65.3% |