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 | $24,226 | $53,162-54.4% | $91,220-73.4% | $68,494-64.6% |
| Participation rate | 97.9% | 63.2%+34.7pp | 73.2%+24.7pp | 67.9%+30.0pp |
| Annual return | -29.24% | -3.14%-26.1pp | 114.01%-143.3pp | -7.84%-21.4pp |
| Employer contribution / active EE | $1,393 | $1,709-18.5% | $2,850-51.1% | $2,596-46.3% |
| Participant deferral / active EE | $7,078 | $2,974+138.0% | $4,234+67.2% | $4,027+75.8% |
| Admin fee / account holder | $4,733 | $4,493+5.3% | $5,420-12.7% | $5,403-12.4% |