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 | $20,035 | $75,828-73.6% | $147,614-86.4% | $59,632-66.4% |
| Participation rate | 72.5% | 71.6%+1.0pp | 84.6%-12.1pp | 68.7%+3.9pp |
| Annual return | -5.89% | 0.37%-6.3pp | 61.98%-67.9pp | 2041.28%-2047.2pp |
| Employer contribution / active EE | $1,040 | $3,485-70.2% | $5,564-81.3% | $2,203-52.8% |
| Participant deferral / active EE | $2,430 | $3,130-22.4% | $4,895-50.4% | $3,192-23.9% |
| Admin fee / account holder | $1,430 | $5,985-76.1% | $11,611-87.7% | $4,297-66.7% |