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 | $21,054 | $91,911-77.1% | $68,793-69.4% | $135,375-84.4% |
| Participation rate | 71.4% | 76.7%-5.3pp | 72.2%-0.8pp | 82.6%-11.2pp |
| Annual return | -18.73% | -8.22%-10.5pp | -4.63%-14.1pp | 519.73%-538.5pp |
| Employer contribution / active EE | $620 | $3,924-84.2% | $2,625-76.4% | $4,779-87.0% |
| Participant deferral / active EE | $3,429 | $4,315-20.5% | $3,311+3.6% | $5,609-38.9% |
| Admin fee / account holder | $449 | $9,240-95.1% | $5,131-91.3% | $10,827-95.9% |