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 | $10,422 | $54,350-80.8% | $82,719-87.4% | $68,494-84.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -27.66% | -13.67%-14.0pp | 701.18%-728.8pp | -7.84%-19.8pp |
| Employer contribution / active EE | $975 | $2,218-56.0% | $3,009-67.6% | $2,596-62.4% |
| Participant deferral / active EE | $1,975 | $3,246-39.2% | $4,395-55.1% | $4,027-51.0% |
| Admin fee / account holder | $13,842 | $4,395+214.9% | $5,329+159.7% | $5,403+156.2% |