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 | $17,006 | $138,044-87.7% | $125,339-86.4% | $134,475-87.4% |
| Participation rate | 78.9% | 84.5%-5.5pp | 82.4%-3.4pp | 81.2%-2.3pp |
| Annual return | -27.84% | 750.33%-778.2pp | 572.05%-599.9pp | 417.96%-445.8pp |
| Employer contribution / active EE | $1,740 | $5,243-66.8% | $4,814-63.9% | $4,740-63.3% |
| Participant deferral / active EE | $3,150 | $7,799-59.6% | $7,446-57.7% | $6,400-50.8% |
| Admin fee / account holder | $1,467 | $11,571-87.3% | $10,010-85.3% | $11,426-87.2% |