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 | $49,149 | $180,449-72.8% | $154,107-68.1% | $135,375-63.7% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -11.27% | 888.09%-899.4pp | 735.12%-746.4pp | 519.73%-531.0pp |
| Employer contribution / active EE | $1,995 | $6,035-66.9% | $5,298-62.3% | $4,779-58.3% |
| Participant deferral / active EE | $4,920 | $5,806-15.3% | $5,081-3.2% | $5,609-12.3% |
| Admin fee / account holder | $1,972 | $16,143-87.8% | $13,411-85.3% | $10,827-81.8% |