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 | $27,837 | $67,331-58.7% | $60,874-54.3% | $134,475-79.3% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.1%+17.8pp | 81.2%+9.7pp |
| Annual return | -21.15% | 49.93%-71.1pp | 16.90%-38.0pp | 417.96%-439.1pp |
| Employer contribution / active EE | $2,101 | $3,096-32.1% | $2,701-22.2% | $4,740-55.7% |
| Participant deferral / active EE | $6,946 | $4,538+53.1% | $3,817+82.0% | $6,400+8.5% |
| Admin fee / account holder | $917 | $4,582-80.0% | $3,224-71.6% | $11,426-92.0% |