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 | $15,431 | $93,024-83.4% | $77,024-80.0% | $134,475-88.5% |
| Participation rate | 76.9% | 74.5%+2.4pp | 67.9%+9.0pp | 81.2%-4.3pp |
| Annual return | -21.85% | 62.60%-84.4pp | 42.32%-64.2pp | 417.96%-439.8pp |
| Employer contribution / active EE | $1,563 | $3,418-54.3% | $2,812-44.4% | $4,740-67.0% |
| Participant deferral / active EE | $1,736 | $5,238-66.9% | $4,426-60.8% | $6,400-72.9% |
| Admin fee / account holder | $2,187 | $6,944-68.5% | $5,425-59.7% | $11,426-80.9% |