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 | $80,482 | $138,044-41.7% | $125,339-35.8% | $134,475-40.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -22.89% | 750.33%-773.2pp | 572.05%-594.9pp | 417.96%-440.9pp |
| Employer contribution / active EE | $1,019 | $5,243-80.6% | $4,814-78.8% | $4,740-78.5% |
| Participant deferral / active EE | $2,862 | $7,799-63.3% | $7,446-61.6% | $6,400-55.3% |
| Admin fee / account holder | $3,715 | $11,571-67.9% | $10,010-62.9% | $11,426-67.5% |