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 | $32,475 | $138,044-76.5% | $125,339-74.1% | $134,475-75.9% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -20.93% | 750.33%-771.3pp | 572.05%-593.0pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,059 | $5,243-60.7% | $4,814-57.2% | $4,740-56.6% |
| Participant deferral / active EE | $9,613 | $7,799+23.3% | $7,446+29.1% | $6,400+50.2% |
| Admin fee / account holder | $1,140 | $11,571-90.1% | $10,010-88.6% | $11,426-90.0% |