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 | $46,573 | $90,600-48.6% | $79,464-41.4% | $135,375-65.6% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -10.71% | 977.43%-988.1pp | 718.14%-728.9pp | 519.73%-530.4pp |
| Employer contribution / active EE | $1,065 | $3,068-65.3% | $2,800-62.0% | $4,779-77.7% |
| Participant deferral / active EE | $6,382 | $4,050+57.6% | $3,704+72.3% | $5,609+13.8% |
| Admin fee / account holder | $366 | $5,907-93.8% | $5,113-92.8% | $10,827-96.6% |