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 | $62,170 | $106,543-41.6% | $91,220-31.8% | $134,475-53.8% |
| Participation rate | 77.3% | 76.8%+0.5pp | 73.2%+4.1pp | 81.2%-3.9pp |
| Annual return | -21.46% | 160.60%-182.1pp | 114.01%-135.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,696 | $3,331-49.1% | $2,850-40.5% | $4,740-64.2% |
| Participant deferral / active EE | $4,935 | $4,719+4.6% | $4,234+16.6% | $6,400-22.9% |
| Admin fee / account holder | $346 | $6,231-94.4% | $5,420-93.6% | $11,426-97.0% |