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 | $18,272 | $97,757-81.3% | $83,848-78.2% | $135,375-86.5% |
| Participation rate | 81.8% | 80.0%+1.9pp | 76.1%+5.7pp | 82.6%-0.8pp |
| Annual return | -10.56% | 1287.37%-1297.9pp | 850.88%-861.4pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,131 | $4,222-49.5% | $3,631-41.3% | $4,779-55.4% |
| Participant deferral / active EE | $4,937 | $4,682+5.4% | $4,082+21.0% | $5,609-12.0% |
| Admin fee / account holder | $661 | $6,674-90.1% | $5,478-87.9% | $10,827-93.9% |