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 | $23,903 | $54,350-56.0% | $82,719-71.1% | $68,494-65.1% |
| Participation rate | 80.8% | 63.9%+16.9pp | 72.6%+8.2pp | 67.9%+12.9pp |
| Annual return | -27.24% | -13.67%-13.6pp | 701.18%-728.4pp | -7.84%-19.4pp |
| Employer contribution / active EE | $1,015 | $2,218-54.3% | $3,009-66.3% | $2,596-60.9% |
| Participant deferral / active EE | $2,265 | $3,246-30.2% | $4,395-48.5% | $4,027-43.8% |
| Admin fee / account holder | $1,099 | $4,395-75.0% | $5,329-79.4% | $5,403-79.7% |