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 | $32,015 | $197,825-83.8% | $155,790-79.5% | $125,391-74.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -4.02% | 86.74%-90.8pp | 71.54%-75.6pp | 282.22%-286.2pp |
| Employer contribution / active EE | $1,645 | $4,847-66.1% | $3,836-57.1% | $4,866-66.2% |
| Participant deferral / active EE | $9,627 | $5,630+71.0% | $4,797+100.7% | $5,352+79.9% |
| Admin fee / account holder | $363 | $9,545-96.2% | $7,478-95.2% | $9,540-96.2% |