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 5-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 | $32,084 | $138,044-76.8% | $125,339-74.4% | $134,475-76.1% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -21.25% | 750.33%-771.6pp | 572.05%-593.3pp | 417.96%-439.2pp |
| Employer contribution / active EE | $2,538 | $5,243-51.6% | $4,814-47.3% | $4,740-46.4% |
| Participant deferral / active EE | $5,714 | $7,799-26.7% | $7,446-23.3% | $6,400-10.7% |
| Admin fee / account holder | $668 | $11,571-94.2% | $10,010-93.3% | $11,426-94.2% |