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 | $24,294 | $95,971-74.7% | $74,550-67.4% | $135,375-82.1% |
| Participation rate | 91.7% | 75.7%+16.0pp | 69.1%+22.5pp | 82.6%+9.0pp |
| Annual return | -9.84% | 56.96%-66.8pp | 32.53%-42.4pp | 519.73%-529.6pp |
| Employer contribution / active EE | $5,466 | $2,716+101.2% | $1,961+178.7% | $4,779+14.4% |
| Participant deferral / active EE | $4,826 | $3,843+25.6% | $3,108+55.3% | $5,609-14.0% |
| Admin fee / account holder | $607 | $6,522-90.7% | $5,060-88.0% | $10,827-94.4% |