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 | $22,672 | $95,193-76.2% | $76,523-70.4% | $135,375-83.3% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -14.92% | 4.85%-19.8pp | -0.27%-14.6pp | 519.73%-534.7pp |
| Employer contribution / active EE | $636 | $3,302-80.7% | $2,647-76.0% | $4,779-86.7% |
| Participant deferral / active EE | $4,981 | $4,639+7.4% | $3,835+29.9% | $5,609-11.2% |
| Admin fee / account holder | $451 | $6,249-92.8% | $4,848-90.7% | $10,827-95.8% |