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 | $30,097 | $100,852-70.2% | $90,404-66.7% | $158,922-81.1% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.7%+0.7pp | 82.0%-8.6pp |
| Annual return | -4.78% | 1724.20%-1729.0pp | 1293.02%-1297.8pp | 302.83%-307.6pp |
| Employer contribution / active EE | $861 | $3,689-76.7% | $3,262-73.6% | $4,761-81.9% |
| Participant deferral / active EE | $1,280 | $4,348-70.6% | $3,963-67.7% | $5,982-78.6% |
| Admin fee / account holder | $1,496 | $6,501-77.0% | $5,611-73.3% | $11,246-86.7% |