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 | $38,236 | $138,065-72.3% | $123,544-69.1% | $135,375-71.8% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -10.09% | 153.68%-163.8pp | 119.20%-129.3pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,656 | $5,151-48.4% | $4,628-42.6% | $4,779-44.4% |
| Participant deferral / active EE | $5,299 | $6,799-22.1% | $6,426-17.5% | $5,609-5.5% |
| Admin fee / account holder | $419 | $10,916-96.2% | $9,284-95.5% | $10,827-96.1% |