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 | $24,138 | $54,350-55.6% | $82,719-70.8% | $68,494-64.8% |
| Participation rate | 90.9% | 63.9%+27.0pp | 72.6%+18.4pp | 67.9%+23.0pp |
| Annual return | -20.12% | -13.67%-6.4pp | 701.18%-721.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,396 | $2,218-37.0% | $3,009-53.6% | $2,596-46.2% |
| Participant deferral / active EE | $4,122 | $3,246+27.0% | $4,395-6.2% | $4,027+2.3% |
| Admin fee / account holder | $703 | $4,395-84.0% | $5,329-86.8% | $5,403-87.0% |