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 9-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 | $14,999 | $90,600-83.4% | $79,464-81.1% | $135,375-88.9% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -10.09% | 977.43%-987.5pp | 718.14%-728.2pp | 519.73%-529.8pp |
| Employer contribution / active EE | $2,530 | $3,068-17.5% | $2,800-9.7% | $4,779-47.1% |
| Participant deferral / active EE | $4,134 | $4,050+2.1% | $3,704+11.6% | $5,609-26.3% |
| Admin fee / account holder | $803 | $5,907-86.4% | $5,113-84.3% | $10,827-92.6% |