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 | $18,429 | $92,703-80.1% | $82,719-77.7% | $134,475-86.3% |
| Participation rate | 95.2% | 75.2%+20.0pp | 72.6%+22.7pp | 81.2%+14.0pp |
| Annual return | -22.37% | 944.92%-967.3pp | 701.18%-723.5pp | 417.96%-440.3pp |
| Employer contribution / active EE | $2,327 | $3,274-28.9% | $3,009-22.6% | $4,740-50.9% |
| Participant deferral / active EE | $4,013 | $4,802-16.4% | $4,395-8.7% | $6,400-37.3% |
| Admin fee / account holder | $321 | $5,983-94.6% | $5,329-94.0% | $11,426-97.2% |