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 | $31,364 | $112,096-72.0% | $95,952-67.3% | $158,922-80.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -5.22% | 171.09%-176.3pp | 91.61%-96.8pp | 302.83%-308.0pp |
| Employer contribution / active EE | $2,228 | $3,198-30.3% | $2,541-12.3% | $4,761-53.2% |
| Participant deferral / active EE | $11,071 | $4,784+131.4% | $4,167+165.7% | $5,982+85.1% |
| Admin fee / account holder | $3,004 | $10,130-70.3% | $6,795-55.8% | $11,246-73.3% |