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 | $19,446 | $82,630-76.5% | $64,105-69.7% | $125,391-84.5% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -6.93% | 1489.72%-1496.6pp | 791.24%-798.2pp | 282.22%-289.2pp |
| Employer contribution / active EE | $2,750 | $2,671+2.9% | $1,820+51.1% | $4,866-43.5% |
| Participant deferral / active EE | $4,983 | $3,608+38.1% | $2,822+76.6% | $5,352-6.9% |
| Admin fee / account holder | $669 | $6,382-89.5% | $4,499-85.1% | $9,540-93.0% |