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 | $38,498 | $180,449-78.7% | $154,107-75.0% | $135,375-71.6% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -11.00% | 888.09%-899.1pp | 735.12%-746.1pp | 519.73%-530.7pp |
| Employer contribution / active EE | $2,024 | $6,035-66.5% | $5,298-61.8% | $4,779-57.6% |
| Participant deferral / active EE | $7,205 | $5,806+24.1% | $5,081+41.8% | $5,609+28.5% |
| Admin fee / account holder | $580 | $16,143-96.4% | $13,411-95.7% | $10,827-94.6% |