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 | $74,998 | $78,694-4.7% | $67,652+10.9% | $125,391-40.2% |
| Participation rate | 80.0% | 78.8%+1.2pp | 75.7%+4.3pp | 83.2%-3.2pp |
| Annual return | -4.62% | 9.46%-14.1pp | 6625.04%-6629.7pp | 282.22%-286.8pp |
| Employer contribution / active EE | $842 | $3,044-72.3% | $2,266-62.8% | $4,866-82.7% |
| Participant deferral / active EE | $2,868 | $4,292-33.2% | $3,560-19.4% | $5,352-46.4% |
| Admin fee / account holder | $838 | $7,403-88.7% | $4,821-82.6% | $9,540-91.2% |