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 | $43,984 | $59,107-25.6% | $86,436-49.1% | $68,494-35.8% |
| Participation rate | 78.1% | 75.2%+2.9pp | 80.3%-2.2pp | 67.9%+10.2pp |
| Annual return | -19.47% | -0.23%-19.2pp | 4394.89%-4414.4pp | -7.84%-11.6pp |
| Employer contribution / active EE | $2,847 | $2,519+13.0% | $3,769-24.5% | $2,596+9.6% |
| Participant deferral / active EE | $5,399 | $5,901-8.5% | $6,952-22.3% | $4,027+34.1% |
| Admin fee / account holder | $1,972 | $5,637-65.0% | $6,731-70.7% | $5,403-63.5% |