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 | $28,990 | $135,635-78.6% | $110,238-73.7% | $135,375-78.6% |
| Participation rate | 82.4% | 83.5%-1.1pp | 79.8%+2.5pp | 82.6%-0.3pp |
| Annual return | -9.46% | 513.19%-522.6pp | 314.74%-324.2pp | 519.73%-529.2pp |
| Employer contribution / active EE | $1,322 | $4,906-73.1% | $3,826-65.5% | $4,779-72.3% |
| Participant deferral / active EE | $2,892 | $5,506-47.5% | $4,672-38.1% | $5,609-48.4% |
| Admin fee / account holder | $1,731 | $11,457-84.9% | $8,547-79.7% | $10,827-84.0% |