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 | $33,797 | $90,600-62.7% | $79,464-57.5% | $135,375-75.0% |
| Participation rate | 84.6% | 76.0%+8.6pp | 73.3%+11.3pp | 82.6%+2.0pp |
| Annual return | -9.80% | 977.43%-987.2pp | 718.14%-727.9pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,799 | $3,068+23.8% | $2,800+35.6% | $4,779-20.5% |
| Participant deferral / active EE | $6,978 | $4,050+72.3% | $3,704+88.4% | $5,609+24.4% |
| Admin fee / account holder | $384 | $5,907-93.5% | $5,113-92.5% | $10,827-96.5% |