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 | $20,894 | $138,044-84.9% | $125,339-83.3% | $134,475-84.5% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -25.17% | 750.33%-775.5pp | 572.05%-597.2pp | 417.96%-443.1pp |
| Employer contribution / active EE | $3,020 | $5,243-42.4% | $4,814-37.3% | $4,740-36.3% |
| Participant deferral / active EE | $4,252 | $7,799-45.5% | $7,446-42.9% | $6,400-33.6% |
| Admin fee / account holder | $796 | $11,571-93.1% | $10,010-92.0% | $11,426-93.0% |