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 | $14,421 | $76,000-81.0% | $154,107-90.6% | $64,186-77.5% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -8.14% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,035 | $3,351-69.1% | $5,298-80.5% | $2,381-56.5% |
| Participant deferral / active EE | $1,541 | $3,175-51.5% | $5,081-69.7% | $3,470-55.6% |
| Admin fee / account holder | $2,117 | $5,596-62.2% | $13,411-84.2% | $4,888-56.7% |