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 | $14,736 | $138,044-89.3% | $125,339-88.2% | $134,475-89.0% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -22.10% | 750.33%-772.4pp | 572.05%-594.2pp | 417.96%-440.1pp |
| Employer contribution / active EE | $1,662 | $5,243-68.3% | $4,814-65.5% | $4,740-64.9% |
| Participant deferral / active EE | $3,986 | $7,799-48.9% | $7,446-46.5% | $6,400-37.7% |
| Admin fee / account holder | $1,980 | $11,571-82.9% | $10,010-80.2% | $11,426-82.7% |