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 | $44,984 | $180,449-75.1% | $154,107-70.8% | $135,375-66.8% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -12.30% | 888.09%-900.4pp | 735.12%-747.4pp | 519.73%-532.0pp |
| Employer contribution / active EE | $5,246 | $6,035-13.1% | $5,298-1.0% | $4,779+9.8% |
| Participant deferral / active EE | $18,682 | $5,806+221.8% | $5,081+267.7% | $5,609+233.1% |
| Admin fee / account holder | $4,614 | $16,143-71.4% | $13,411-65.6% | $10,827-57.4% |