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 | $30,041 | $100,754-70.2% | $86,677-65.3% | $134,475-77.7% |
| Participation rate | 85.7% | 78.9%+6.8pp | 76.6%+9.1pp | 81.2%+4.5pp |
| Annual return | -20.50% | 29.04%-49.5pp | 35.91%-56.4pp | 417.96%-438.5pp |
| Employer contribution / active EE | $2,530 | $3,489-27.5% | $2,836-10.8% | $4,740-46.6% |
| Participant deferral / active EE | $3,908 | $5,338-26.8% | $4,656-16.1% | $6,400-38.9% |
| Admin fee / account holder | $371 | $10,926-96.6% | $7,493-95.1% | $11,426-96.8% |