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 | $57,440 | $99,640-42.4% | $86,436-33.5% | $134,475-57.3% |
| Participation rate | 87.5% | 82.0%+5.5pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -21.41% | 6782.58%-6804.0pp | 4394.89%-4416.3pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,402 | $4,400-22.7% | $3,769-9.7% | $4,740-28.2% |
| Participant deferral / active EE | $6,025 | $7,246-16.9% | $6,952-13.3% | $6,400-5.9% |
| Admin fee / account holder | $834 | $8,371-90.0% | $6,731-87.6% | $11,426-92.7% |