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 | $79,963 | $64,324+24.3% | $118,925-32.8% | $79,858+0.1% |
| Participation rate | 83.7% | 64.9%+18.9pp | 75.4%+8.3pp | 69.6%+14.1pp |
| Annual return | -3.39% | 86.45%-89.8pp | 35.88%-39.3pp | 31.71%-35.1pp |
| Employer contribution / active EE | $1,621 | $1,836-11.7% | $3,263-50.3% | $2,471-34.4% |
| Participant deferral / active EE | $2,798 | $2,824-0.9% | $4,265-34.4% | $3,740-25.2% |
| Admin fee / account holder | $3,534 | $4,040-12.5% | $6,581-46.3% | $5,306-33.4% |