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 | $31,074 | $180,449-82.8% | $154,107-79.8% | $135,375-77.0% |
| Participation rate | 73.3% | 87.4%-14.1pp | 83.0%-9.7pp | 82.6%-9.3pp |
| Annual return | -44.19% | 888.09%-932.3pp | 735.12%-779.3pp | 519.73%-563.9pp |
| Employer contribution / active EE | $5,756 | $6,035-4.6% | $5,298+8.7% | $4,779+20.5% |
| Participant deferral / active EE | $2,505 | $5,806-56.9% | $5,081-50.7% | $5,609-55.3% |
| Admin fee / account holder | $635 | $16,143-96.1% | $13,411-95.3% | $10,827-94.1% |