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 | $42,309 | $138,044-69.4% | $125,339-66.2% | $134,475-68.5% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.87% | 750.33%-771.2pp | 572.05%-592.9pp | 417.96%-438.8pp |
| Employer contribution / active EE | $1,535 | $5,243-70.7% | $4,814-68.1% | $4,740-67.6% |
| Participant deferral / active EE | $3,533 | $7,799-54.7% | $7,446-52.6% | $6,400-44.8% |
| Admin fee / account holder | $2,391 | $11,571-79.3% | $10,010-76.1% | $11,426-79.1% |