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 | $40,354 | $90,519-55.4% | $93,789-57.0% | $134,475-70.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 81.0%+19.0pp | 81.2%+18.8pp |
| Annual return | -22.45% | -15.72%-6.7pp | -11.33%-11.1pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,084 | $4,343-52.0% | $4,323-51.8% | $4,740-56.0% |
| Participant deferral / active EE | $9,888 | $5,978+65.4% | $6,094+62.2% | $6,400+54.5% |
| Admin fee / account holder | $1,805 | $9,252-80.5% | $7,195-74.9% | $11,426-84.2% |