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 | $91,067 | $180,449-49.5% | $154,107-40.9% | $135,375-32.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -10.57% | 888.09%-898.7pp | 735.12%-745.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,345 | $6,035-44.6% | $5,298-36.9% | $4,779-30.0% |
| Participant deferral / active EE | $4,937 | $5,806-15.0% | $5,081-2.8% | $5,609-12.0% |
| Admin fee / account holder | $6,343 | $16,143-60.7% | $13,411-52.7% | $10,827-41.4% |