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 | $27,205 | $185,822-85.4% | $169,993-84.0% | $139,434-80.5% |
| Participation rate | 95.0% | 87.8%+7.2pp | 87.0%+8.0pp | 80.3%+14.7pp |
| Annual return | -5.46% | 60.50%-66.0pp | 53.37%-58.8pp | 372.94%-378.4pp |
| Employer contribution / active EE | $10,526 | $7,590+38.7% | $6,785+55.1% | $4,751+121.6% |
| Participant deferral / active EE | $4,508 | $11,622-61.2% | $10,408-56.7% | $6,710-32.8% |
| Admin fee / account holder | $37,172 | $15,381+141.7% | $12,815+190.1% | $11,403+226.0% |