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 | $57,008 | $180,449-68.4% | $154,107-63.0% | $135,375-57.9% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -9.23% | 888.09%-897.3pp | 735.12%-744.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,372 | $6,035-60.7% | $5,298-55.2% | $4,779-50.4% |
| Participant deferral / active EE | $7,590 | $5,806+30.7% | $5,081+49.4% | $5,609+35.3% |
| Admin fee / account holder | $813 | $16,143-95.0% | $13,411-93.9% | $10,827-92.5% |