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 | $20,244 | $47,977-57.8% | $154,107-86.9% | $56,287-64.0% |
| Participation rate | 75.2% | 66.2%+9.1pp | 83.0%-7.8pp | 69.9%+5.4pp |
| Annual return | -7.40% | 3.54%-10.9pp | 735.12%-742.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,732 | $2,169-20.2% | $5,298-67.3% | $2,111-18.0% |
| Participant deferral / active EE | $2,015 | $2,392-15.8% | $5,081-60.3% | $3,350-39.8% |
| Admin fee / account holder | $1,878 | $438+328.5% | $13,411-86.0% | $521+260.5% |