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 | $38,923 | $180,449-78.4% | $154,107-74.7% | $135,375-71.2% |
| Participation rate | 93.3% | 87.4%+5.9pp | 83.0%+10.3pp | 82.6%+10.7pp |
| Annual return | -10.65% | 888.09%-898.7pp | 735.12%-745.8pp | 519.73%-530.4pp |
| Employer contribution / active EE | $3,297 | $6,035-45.4% | $5,298-37.8% | $4,779-31.0% |
| Participant deferral / active EE | $2,685 | $5,806-53.7% | $5,081-47.1% | $5,609-52.1% |
| Admin fee / account holder | $2,333 | $16,143-85.5% | $13,411-82.6% | $10,827-78.5% |