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 | $30,891 | $110,502-72.0% | $80,716-61.7% | $167,490-81.6% |
| Participation rate | 71.4% | 64.0%+7.5pp | 54.2%+17.3pp | 82.1%-10.7pp |
| Annual return | -12.98% | 120.54%-133.5pp | 87.28%-100.3pp | 478.56%-491.5pp |
| Employer contribution / active EE | $645 | $1,543-58.2% | $1,160-44.4% | $4,837-86.7% |
| Participant deferral / active EE | $692 | $2,871-75.9% | $2,146-67.8% | $6,341-89.1% |
| Admin fee / account holder | $1,774 | $4,545-61.0% | $3,380-47.5% | $12,309-85.6% |