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 | $9,823 | $106,543-90.8% | $91,220-89.2% | $134,475-92.7% |
| Participation rate | 85.7% | 76.8%+8.9pp | 73.2%+12.5pp | 81.2%+4.5pp |
| Annual return | -23.75% | 160.60%-184.3pp | 114.01%-137.8pp | 417.96%-441.7pp |
| Employer contribution / active EE | $706 | $3,331-78.8% | $2,850-75.2% | $4,740-85.1% |
| Participant deferral / active EE | $3,558 | $4,719-24.6% | $4,234-16.0% | $6,400-44.4% |
| Admin fee / account holder | $10,061 | $6,231+61.5% | $5,420+85.6% | $11,426-11.9% |