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 | $63,861 | $180,449-64.6% | $154,107-58.6% | $135,375-52.8% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -9.74% | 888.09%-897.8pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,424 | $6,035-43.3% | $5,298-35.4% | $4,779-28.3% |
| Participant deferral / active EE | $6,786 | $5,806+16.9% | $5,081+33.6% | $5,609+21.0% |
| Admin fee / account holder | $3,651 | $16,143-77.4% | $13,411-72.8% | $10,827-66.3% |