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 | $30,304 | $138,065-78.1% | $123,544-75.5% | $135,375-77.6% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -11.51% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,832 | $5,151-64.4% | $4,628-60.4% | $4,779-61.7% |
| Participant deferral / active EE | $2,370 | $6,799-65.1% | $6,426-63.1% | $5,609-57.7% |
| Admin fee / account holder | $1,969 | $10,916-82.0% | $9,284-78.8% | $10,827-81.8% |