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 | $48,292 | $160,055-69.8% | $140,016-65.5% | $135,375-64.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -10.87% | 911.38%-922.3pp | 651.12%-662.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $4,452 | $6,420-30.7% | $5,606-20.6% | $4,779-6.8% |
| Participant deferral / active EE | $6,960 | $7,642-8.9% | $6,927+0.5% | $5,609+24.1% |
| Admin fee / account holder | $1,704 | $13,328-87.2% | $10,705-84.1% | $10,827-84.3% |