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 | $21,617 | $97,044-77.7% | $83,333-74.1% | $135,375-84.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.66% | 12.31%-22.0pp | 10.63%-20.3pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,845 | $4,143-31.3% | $3,379-15.8% | $4,779-40.5% |
| Participant deferral / active EE | $6,090 | $5,964+2.1% | $5,565+9.4% | $5,609+8.6% |
| Admin fee / account holder | $3,276 | $8,380-60.9% | $7,510-56.4% | $10,827-69.7% |