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 | $28,096 | $95,971-70.7% | $74,550-62.3% | $135,375-79.2% |
| Participation rate | 78.9% | 75.7%+3.3pp | 69.1%+9.8pp | 82.6%-3.7pp |
| Annual return | -9.74% | 56.96%-66.7pp | 32.53%-42.3pp | 519.73%-529.5pp |
| Employer contribution / active EE | $696 | $2,716-74.4% | $1,961-64.5% | $4,779-85.4% |
| Participant deferral / active EE | $1,902 | $3,843-50.5% | $3,108-38.8% | $5,609-66.1% |
| Admin fee / account holder | $570 | $6,522-91.3% | $5,060-88.7% | $10,827-94.7% |