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 | $17,819 | $90,600-80.3% | $79,464-77.6% | $135,375-86.8% |
| Participation rate | 95.0% | 76.0%+19.0pp | 73.3%+21.7pp | 82.6%+12.4pp |
| Annual return | -12.48% | 977.43%-989.9pp | 718.14%-730.6pp | 519.73%-532.2pp |
| Employer contribution / active EE | $2,041 | $3,068-33.5% | $2,800-27.1% | $4,779-57.3% |
| Participant deferral / active EE | $4,992 | $4,050+23.2% | $3,704+34.8% | $5,609-11.0% |
| Admin fee / account holder | $821 | $5,907-86.1% | $5,113-83.9% | $10,827-92.4% |