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 | $80,399 | $180,449-55.4% | $154,107-47.8% | $135,375-40.6% |
| Participation rate | 92.9% | 87.4%+5.4pp | 83.0%+9.8pp | 82.6%+10.2pp |
| Annual return | -9.78% | 888.09%-897.9pp | 735.12%-744.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $4,463 | $6,035-26.0% | $5,298-15.7% | $4,779-6.6% |
| Participant deferral / active EE | $8,285 | $5,806+42.7% | $5,081+63.1% | $5,609+47.7% |
| Admin fee / account holder | $2,053 | $16,143-87.3% | $13,411-84.7% | $10,827-81.0% |