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 | $93,149 | $76,000+22.6% | $154,107-39.6% | $64,186+45.1% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -9.43% | 30.32%-39.7pp | 735.12%-744.5pp | 7.63%-17.1pp |
| Employer contribution / active EE | $2,713 | $3,351-19.0% | $5,298-48.8% | $2,381+13.9% |
| Participant deferral / active EE | $4,494 | $3,175+41.5% | $5,081-11.5% | $3,470+29.5% |
| Admin fee / account holder | $308 | $5,596-94.5% | $13,411-97.7% | $4,888-93.7% |