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 | $46,968 | $138,065-66.0% | $123,544-62.0% | $135,375-65.3% |
| Participation rate | 72.7% | 84.7%-12.0pp | 82.3%-9.6pp | 82.6%-9.9pp |
| Annual return | -10.83% | 153.68%-164.5pp | 119.20%-130.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $1,811 | $5,151-64.8% | $4,628-60.9% | $4,779-62.1% |
| Participant deferral / active EE | $2,932 | $6,799-56.9% | $6,426-54.4% | $5,609-47.7% |
| Admin fee / account holder | $2,106 | $10,916-80.7% | $9,284-77.3% | $10,827-80.6% |