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 5-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 | $24,573 | $84,402-70.9% | $61,373-60.0% | $134,475-81.7% |
| Participation rate | 75.0% | 62.2%+12.8pp | 52.6%+22.4pp | 81.2%-6.2pp |
| Annual return | -24.92% | 584.55%-609.5pp | 338.61%-363.5pp | 417.96%-442.9pp |
| Employer contribution / active EE | $3,494 | $1,544+126.2% | $1,159+201.3% | $4,740-26.3% |
| Participant deferral / active EE | $10,508 | $2,819+272.8% | $2,125+394.5% | $6,400+64.2% |
| Admin fee / account holder | $301 | $2,585-88.4% | $2,130-85.9% | $11,426-97.4% |