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 | $66,347 | $92,703-28.4% | $82,719-19.8% | $134,475-50.7% |
| Participation rate | 73.3% | 75.2%-1.9pp | 72.6%+0.8pp | 81.2%-7.9pp |
| Annual return | -21.48% | 944.92%-966.4pp | 701.18%-722.7pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,690 | $3,274-48.4% | $3,009-43.8% | $4,740-64.3% |
| Participant deferral / active EE | $3,405 | $4,802-29.1% | $4,395-22.5% | $6,400-46.8% |
| Admin fee / account holder | $22,679 | $5,983+279.1% | $5,329+325.6% | $11,426+98.5% |