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 5-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 | $46,128 | $138,044-66.6% | $125,339-63.2% | $134,475-65.7% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -21.78% | 750.33%-772.1pp | 572.05%-593.8pp | 417.96%-439.7pp |
| Employer contribution / active EE | $1,514 | $5,243-71.1% | $4,814-68.5% | $4,740-68.1% |
| Participant deferral / active EE | $6,604 | $7,799-15.3% | $7,446-11.3% | $6,400+3.2% |
| Admin fee / account holder | $390 | $11,571-96.6% | $10,010-96.1% | $11,426-96.6% |