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 | $68,109 | $138,044-50.7% | $125,339-45.7% | $134,475-49.4% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -21.49% | 750.33%-771.8pp | 572.05%-593.5pp | 417.96%-439.5pp |
| Employer contribution / active EE | $1,004 | $5,243-80.8% | $4,814-79.1% | $4,740-78.8% |
| Participant deferral / active EE | $5,552 | $7,799-28.8% | $7,446-25.4% | $6,400-13.3% |
| Admin fee / account holder | $1,392 | $11,571-88.0% | $10,010-86.1% | $11,426-87.8% |