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 | $50,325 | $90,600-44.5% | $79,464-36.7% | $135,375-62.8% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -10.80% | 977.43%-988.2pp | 718.14%-728.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $2,361 | $3,068-23.1% | $2,800-15.7% | $4,779-50.6% |
| Participant deferral / active EE | $2,552 | $4,050-37.0% | $3,704-31.1% | $5,609-54.5% |
| Admin fee / account holder | $491 | $5,907-91.7% | $5,113-90.4% | $10,827-95.5% |