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 | $84,583 | $185,822-54.5% | $169,993-50.2% | $139,434-39.3% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | -88.74% | 60.50%-149.2pp | 53.37%-142.1pp | 372.94%-461.7pp |
| Employer contribution / active EE | $33,411 | $7,590+340.2% | $6,785+392.4% | $4,751+603.3% |
| Participant deferral / active EE | $74,843 | $11,622+544.0% | $10,408+619.1% | $6,710+1015.4% |
| Admin fee / account holder | $33,875 | $15,381+120.2% | $12,815+164.3% | $11,403+197.1% |