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 | $43,077 | $69,518-38.0% | $59,878-28.1% | $135,375-68.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -11.47% | 7.94%-19.4pp | 3.46%-14.9pp | 519.73%-531.2pp |
| Employer contribution / active EE | $1,343 | $3,235-58.5% | $2,722-50.6% | $4,779-71.9% |
| Participant deferral / active EE | $4,725 | $4,206+12.3% | $3,402+38.9% | $5,609-15.8% |
| Admin fee / account holder | $727 | $5,734-87.3% | $3,590-79.8% | $10,827-93.3% |