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 | $48,914 | $138,065-64.6% | $123,544-60.4% | $135,375-63.9% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -9.41% | 153.68%-163.1pp | 119.20%-128.6pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,903 | $5,151-63.1% | $4,628-58.9% | $4,779-60.2% |
| Participant deferral / active EE | $3,030 | $6,799-55.4% | $6,426-52.8% | $5,609-46.0% |
| Admin fee / account holder | $623 | $10,916-94.3% | $9,284-93.3% | $10,827-94.3% |