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 | $19,936 | $43,723-54.4% | $121,196-83.6% | $64,186-68.9% |
| Participation rate | 96.0% | 58.3%+37.7pp | 71.7%+24.3pp | 69.6%+26.4pp |
| Annual return | -8.17% | 68.91%-77.1pp | 16.93%-25.1pp | 7.63%-15.8pp |
| Employer contribution / active EE | $979 | $1,296-24.5% | $4,022-75.7% | $2,381-58.9% |
| Participant deferral / active EE | $3,334 | $2,280+46.2% | $3,344-0.3% | $3,470-3.9% |
| Admin fee / account holder | $2,974 | $3,501-15.1% | $5,019-40.8% | $4,888-39.2% |