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 | $65,292 | $107,934-39.5% | $91,989-29.0% | $152,861-57.3% |
| Participation rate | 75.0% | 81.2%-6.2pp | 78.6%-3.6pp | 82.4%-7.4pp |
| Annual return | -5.48% | 89.24%-94.7pp | 69.02%-74.5pp | 345.32%-350.8pp |
| Employer contribution / active EE | $2,670 | $4,210-36.6% | $3,452-22.7% | $4,762-43.9% |
| Participant deferral / active EE | $4,895 | $6,364-23.1% | $5,923-17.4% | $5,850-16.3% |
| Admin fee / account holder | $1,532 | $10,520-85.4% | $7,743-80.2% | $11,596-86.8% |