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 | $38,031 | $95,971-60.4% | $74,550-49.0% | $135,375-71.9% |
| Participation rate | 95.8% | 75.7%+20.2pp | 69.1%+26.7pp | 82.6%+13.2pp |
| Annual return | -10.24% | 56.96%-67.2pp | 32.53%-42.8pp | 519.73%-530.0pp |
| Employer contribution / active EE | $1,518 | $2,716-44.1% | $1,961-22.6% | $4,779-68.2% |
| Participant deferral / active EE | $4,904 | $3,843+27.6% | $3,108+57.8% | $5,609-12.6% |
| Admin fee / account holder | $443 | $6,522-93.2% | $5,060-91.2% | $10,827-95.9% |