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 | $20,689 | $92,222-77.6% | $76,768-73.1% | $135,375-84.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.16% | 5.46%-14.6pp | 2.43%-11.6pp | 519.73%-528.9pp |
| Employer contribution / active EE | $1,028 | $3,216-68.0% | $2,485-58.6% | $4,779-78.5% |
| Participant deferral / active EE | $3,167 | $4,509-29.8% | $3,852-17.8% | $5,609-43.5% |
| Admin fee / account holder | $1,841 | $10,748-82.9% | $6,675-72.4% | $10,827-83.0% |