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 | $29,503 | $142,344-79.3% | $119,609-75.3% | $134,475-78.1% |
| Participation rate | 95.0% | 82.8%+12.2pp | 79.3%+15.7pp | 81.2%+13.8pp |
| Annual return | -22.68% | -12.44%-10.2pp | -14.97%-7.7pp | 417.96%-440.6pp |
| Employer contribution / active EE | $2,869 | $5,222-45.1% | $4,232-32.2% | $4,740-39.5% |
| Participant deferral / active EE | $2,665 | $6,469-58.8% | $5,602-52.4% | $6,400-58.4% |
| Admin fee / account holder | $638 | $13,584-95.3% | $10,323-93.8% | $11,426-94.4% |