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 | $33,110 | $180,449-81.7% | $154,107-78.5% | $135,375-75.5% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -10.42% | 888.09%-898.5pp | 735.12%-745.5pp | 519.73%-530.2pp |
| Employer contribution / active EE | $2,012 | $6,035-66.7% | $5,298-62.0% | $4,779-57.9% |
| Participant deferral / active EE | $3,657 | $5,806-37.0% | $5,081-28.0% | $5,609-34.8% |
| Admin fee / account holder | $1,181 | $16,143-92.7% | $13,411-91.2% | $10,827-89.1% |