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 | $29,012 | $76,000-61.8% | $154,107-81.2% | $64,186-54.8% |
| Participation rate | 95.3% | 70.4%+24.9pp | 83.0%+12.3pp | 69.6%+25.7pp |
| Annual return | -10.67% | 30.32%-41.0pp | 735.12%-745.8pp | 7.63%-18.3pp |
| Employer contribution / active EE | $1,404 | $3,351-58.1% | $5,298-73.5% | $2,381-41.0% |
| Participant deferral / active EE | $2,364 | $3,175-25.5% | $5,081-53.5% | $3,470-31.9% |
| Admin fee / account holder | $890 | $5,596-84.1% | $13,411-93.4% | $4,888-81.8% |