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 | $54,084 | $42,894+26.1% | $60,874-11.2% | $68,494-21.0% |
| Participation rate | 80.0% | 66.8%+13.2pp | 73.1%+6.9pp | 67.9%+12.1pp |
| Annual return | -62.31% | -13.98%-48.3pp | 16.90%-79.2pp | -7.84%-54.5pp |
| Employer contribution / active EE | $1,209 | $1,978-38.9% | $2,701-55.3% | $2,596-53.4% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $13,318 | $3,101+329.5% | $3,224+313.1% | $5,403+146.5% |