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 | $64,501 | $168,632-61.8% | $147,614-56.3% | $125,391-48.6% |
| Participation rate | 95.0% | 88.8%+6.2pp | 84.6%+10.4pp | 83.2%+11.8pp |
| Annual return | -4.45% | 77.65%-82.1pp | 61.98%-66.4pp | 282.22%-286.7pp |
| Employer contribution / active EE | $2,419 | $6,252-61.3% | $5,564-56.5% | $4,866-50.3% |
| Participant deferral / active EE | $4,874 | $5,507-11.5% | $4,895-0.4% | $5,352-8.9% |
| Admin fee / account holder | $2,306 | $13,580-83.0% | $11,611-80.1% | $9,540-75.8% |