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 | $25,481 | $102,966-75.3% | $90,281-71.8% | $152,861-83.3% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | -17.87% | 95.16%-113.0pp | 78.10%-96.0pp | 345.32%-363.2pp |
| Employer contribution / active EE | $958 | $3,139-69.5% | $2,854-66.4% | $4,762-79.9% |
| Participant deferral / active EE | $1,562 | $4,281-63.5% | $3,885-59.8% | $5,850-73.3% |
| Admin fee / account holder | $1,490 | $6,171-75.8% | $5,351-72.1% | $11,596-87.1% |