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 | $90,193 | $150,440-40.0% | $136,294-33.8% | $147,584-38.9% |
| Participation rate | 95.7% | 84.4%+11.2pp | 81.9%+13.7pp | 82.8%+12.8pp |
| Annual return | -5.68% | 1049.08%-1054.8pp | 5155.94%-5161.6pp | 578.55%-584.2pp |
| Employer contribution / active EE | $1,212 | $5,256-76.9% | $4,695-74.2% | $4,876-75.1% |
| Participant deferral / active EE | $6,830 | $6,630+3.0% | $6,247+9.3% | $5,439+25.6% |
| Admin fee / account holder | $10,968 | $10,905+0.6% | $9,243+18.7% | $10,885+0.8% |