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 | $23,260 | $183,519-87.3% | $155,509-85.0% | $145,922-84.1% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.1pp |
| Annual return | -0.48% | 61.17%-61.6pp | 64.67%-65.1pp | 561.29%-561.8pp |
| Employer contribution / active EE | $17,097 | $5,313+221.8% | $4,672+265.9% | $4,660+266.9% |
| Participant deferral / active EE | $11,722 | $6,462+81.4% | $5,626+108.3% | $6,688+75.3% |
| Admin fee / account holder | $2,543 | $19,313-86.8% | $15,912-84.0% | $13,397-81.0% |