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 | $58,706 | $150,440-61.0% | $136,294-56.9% | $147,584-60.2% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | -7.72% | 1049.08%-1056.8pp | 5155.94%-5163.7pp | 578.55%-586.3pp |
| Employer contribution / active EE | $1,742 | $5,256-66.9% | $4,695-62.9% | $4,876-64.3% |
| Participant deferral / active EE | $2,210 | $6,630-66.7% | $6,247-64.6% | $5,439-59.4% |
| Admin fee / account holder | $11,365 | $10,905+4.2% | $9,243+23.0% | $10,885+4.4% |