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 | $57,795 | $180,449-68.0% | $154,107-62.5% | $135,375-57.3% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -31.69% | 888.09%-919.8pp | 735.12%-766.8pp | 519.73%-551.4pp |
| Employer contribution / active EE | $6,057 | $6,035+0.4% | $5,298+14.3% | $4,779+26.8% |
| Participant deferral / active EE | $10,516 | $5,806+81.1% | $5,081+107.0% | $5,609+87.5% |
| Admin fee / account holder | $12,786 | $16,143-20.8% | $13,411-4.7% | $10,827+18.1% |