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 | $84,812 | $138,065-38.6% | $123,544-31.4% | $135,375-37.4% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -11.51% | 153.68%-165.2pp | 119.20%-130.7pp | 519.73%-531.2pp |
| Employer contribution / active EE | $2,387 | $5,151-53.7% | $4,628-48.4% | $4,779-50.1% |
| Participant deferral / active EE | $4,555 | $6,799-33.0% | $6,426-29.1% | $5,609-18.8% |
| Admin fee / account holder | $1,590 | $10,916-85.4% | $9,284-82.9% | $10,827-85.3% |