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 9-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 | $25,495 | $100,754-74.7% | $86,677-70.6% | $134,475-81.0% |
| Participation rate | 94.7% | 78.9%+15.8pp | 76.6%+18.2pp | 81.2%+13.5pp |
| Annual return | -32.76% | 29.04%-61.8pp | 35.91%-68.7pp | 417.96%-450.7pp |
| Employer contribution / active EE | $2,350 | $3,489-32.7% | $2,836-17.2% | $4,740-50.4% |
| Participant deferral / active EE | $4,855 | $5,338-9.0% | $4,656+4.3% | $6,400-24.1% |
| Admin fee / account holder | $562 | $10,926-94.9% | $7,493-92.5% | $11,426-95.1% |