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 | $32,755 | $180,449-81.8% | $154,107-78.7% | $135,375-75.8% |
| Participation rate | 81.3% | 87.4%-6.2pp | 83.0%-1.8pp | 82.6%-1.4pp |
| Annual return | -9.63% | 888.09%-897.7pp | 735.12%-744.7pp | 519.73%-529.4pp |
| Employer contribution / active EE | $1,783 | $6,035-70.5% | $5,298-66.3% | $4,779-62.7% |
| Participant deferral / active EE | $3,911 | $5,806-32.6% | $5,081-23.0% | $5,609-30.3% |
| Admin fee / account holder | $443 | $16,143-97.3% | $13,411-96.7% | $10,827-95.9% |