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 | $55,195 | $138,065-60.0% | $123,544-55.3% | $135,375-59.2% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -12.05% | 153.68%-165.7pp | 119.20%-131.2pp | 519.73%-531.8pp |
| Employer contribution / active EE | $1,329 | $5,151-74.2% | $4,628-71.3% | $4,779-72.2% |
| Participant deferral / active EE | $3,144 | $6,799-53.8% | $6,426-51.1% | $5,609-44.0% |
| Admin fee / account holder | $578 | $10,916-94.7% | $9,284-93.8% | $10,827-94.7% |