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 | $38,359 | $76,000-49.5% | $154,107-75.1% | $64,186-40.2% |
| Participation rate | 97.1% | 70.4%+26.6pp | 83.0%+14.0pp | 69.6%+27.5pp |
| Annual return | -8.97% | 30.32%-39.3pp | 735.12%-744.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,080 | $3,351-67.8% | $5,298-79.6% | $2,381-54.6% |
| Participant deferral / active EE | $3,655 | $3,175+15.1% | $5,081-28.1% | $3,470+5.3% |
| Admin fee / account holder | $958 | $5,596-82.9% | $13,411-92.9% | $4,888-80.4% |