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 | $17,193 | $49,177-65.0% | $79,464-78.4% | $64,186-73.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | -10.20% | -1.16%-9.0pp | 718.14%-728.3pp | 7.63%-17.8pp |
| Employer contribution / active EE | $2,534 | $2,076+22.1% | $2,800-9.5% | $2,381+6.5% |
| Participant deferral / active EE | $3,560 | $2,821+26.2% | $3,704-3.9% | $3,470+2.6% |
| Admin fee / account holder | $558 | $3,839-85.5% | $5,113-89.1% | $4,888-88.6% |