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 | $30,883 | $190,805-83.8% | $159,960-80.7% | $134,475-77.0% |
| Participation rate | 75.0% | 81.9%-6.9pp | 78.0%-3.0pp | 81.2%-6.2pp |
| Annual return | -23.15% | 552.23%-575.4pp | 408.60%-431.8pp | 417.96%-441.1pp |
| Employer contribution / active EE | $1,217 | $4,995-75.6% | $4,226-71.2% | $4,740-74.3% |
| Participant deferral / active EE | $3,646 | $6,923-47.3% | $6,182-41.0% | $6,400-43.0% |
| Admin fee / account holder | $925 | $10,471-91.2% | $8,698-89.4% | $11,426-91.9% |