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 | $13,459 | $49,177-72.6% | $79,464-83.1% | $64,186-79.0% |
| Participation rate | 77.2% | 65.0%+12.2pp | 73.3%+3.8pp | 69.6%+7.6pp |
| Annual return | -8.37% | -1.16%-7.2pp | 718.14%-726.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $395 | $2,076-81.0% | $2,800-85.9% | $2,381-83.4% |
| Participant deferral / active EE | $2,057 | $2,821-27.1% | $3,704-44.4% | $3,470-40.7% |
| Admin fee / account holder | $1,603 | $3,839-58.2% | $5,113-68.6% | $4,888-67.2% |