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 | $33,592 | $97,757-65.6% | $83,848-59.9% | $135,375-75.2% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -16.30% | 1287.37%-1303.7pp | 850.88%-867.2pp | 519.73%-536.0pp |
| Employer contribution / active EE | $7,507 | $4,222+77.8% | $3,631+106.8% | $4,779+57.1% |
| Participant deferral / active EE | $12,553 | $4,682+168.1% | $4,082+207.6% | $5,609+123.8% |
| Admin fee / account holder | $610 | $6,674-90.9% | $5,478-88.9% | $10,827-94.4% |