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 | $15,153 | $81,632-81.4% | $70,449-78.5% | $158,922-90.5% |
| Participation rate | 83.3% | 77.7%+5.6pp | 75.1%+8.3pp | 82.0%+1.4pp |
| Annual return | -6.65% | 208.40%-215.1pp | 109.03%-115.7pp | 302.83%-309.5pp |
| Employer contribution / active EE | $1,068 | $3,217-66.8% | $2,737-61.0% | $4,761-77.6% |
| Participant deferral / active EE | $3,484 | $4,554-23.5% | $3,709-6.1% | $5,982-41.8% |
| Admin fee / account holder | $4,337 | $6,193-30.0% | $3,845+12.8% | $11,246-61.4% |