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 | $35,087 | $135,635-74.1% | $110,238-68.2% | $135,375-74.1% |
| Participation rate | 88.2% | 83.5%+4.8pp | 79.8%+8.4pp | 82.6%+5.6pp |
| Annual return | -9.98% | 513.19%-523.2pp | 314.74%-324.7pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,859 | $4,906-21.4% | $3,826+0.8% | $4,779-19.3% |
| Participant deferral / active EE | $7,225 | $5,506+31.2% | $4,672+54.7% | $5,609+28.8% |
| Admin fee / account holder | $5,735 | $11,457-49.9% | $8,547-32.9% | $10,827-47.0% |