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 | $14,986 | $76,000-80.3% | $154,107-90.3% | $64,186-76.7% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -8.27% | 30.32%-38.6pp | 735.12%-743.4pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,476 | $3,351-56.0% | $5,298-72.1% | $2,381-38.0% |
| Participant deferral / active EE | $1,979 | $3,175-37.7% | $5,081-61.0% | $3,470-43.0% |
| Admin fee / account holder | $628 | $5,596-88.8% | $13,411-95.3% | $4,888-87.2% |