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 | $12,896 | $27,915-53.8% | $58,482-77.9% | $75,163-82.8% |
| Participation rate | 93.2% | 38.8%+54.3pp | 50.9%+42.3pp | 67.2%+26.0pp |
| Annual return | 8.84% | 44.20%-35.4pp | 4239.32%-4230.5pp | 160.62%-151.8pp |
| Employer contribution / active EE | $159 | $669-76.3% | $1,053-84.9% | $2,670-94.1% |
| Participant deferral / active EE | $2,225 | $1,201+85.2% | $1,924+15.7% | $4,125-46.1% |
| Admin fee / account holder | $6,880 | $1,726+298.7% | $2,516+173.5% | $5,651+21.8% |