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 | $20,773 | $43,723-52.5% | $121,196-82.9% | $64,186-67.6% |
| Participation rate | 79.3% | 58.3%+21.0pp | 71.7%+7.6pp | 69.6%+9.7pp |
| Annual return | -9.28% | 68.91%-78.2pp | 16.93%-26.2pp | 7.63%-16.9pp |
| Employer contribution / active EE | $946 | $1,296-27.0% | $4,022-76.5% | $2,381-60.3% |
| Participant deferral / active EE | $1,223 | $2,280-46.4% | $3,344-63.4% | $3,470-64.8% |
| Admin fee / account holder | $728 | $3,501-79.2% | $5,019-85.5% | $4,888-85.1% |