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 | $53,316 | $74,888-28.8% | $71,209-25.1% | $142,382-62.6% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | -27.30% | 345.14%-372.4pp | 282.51%-309.8pp | 217.08%-244.4pp |
| Employer contribution / active EE | $3,336 | $2,854+16.9% | $2,721+22.6% | $4,299-22.4% |
| Participant deferral / active EE | $4,207 | $4,454-5.5% | $4,175+0.8% | $6,507-35.3% |
| Admin fee / account holder | $3,789 | $5,568-32.0% | $5,349-29.2% | $12,624-70.0% |