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 | $16,517 | $54,229-69.5% | $70,092-76.4% | $68,494-75.9% |
| Participation rate | 93.2% | 64.5%+28.7pp | 70.5%+22.7pp | 67.9%+25.3pp |
| Annual return | -20.14% | -13.87%-6.3pp | 190.73%-210.9pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,435 | $2,018-28.9% | $2,559-43.9% | $2,596-44.7% |
| Participant deferral / active EE | $2,091 | $2,956-29.3% | $3,849-45.7% | $4,027-48.1% |
| Admin fee / account holder | $938 | $4,694-80.0% | $6,267-85.0% | $5,403-82.6% |