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 | $26,933 | $82,664-67.4% | $125,339-78.5% | $68,494-60.7% |
| Participation rate | 82.8% | 75.0%+7.8pp | 82.4%+0.4pp | 67.9%+14.9pp |
| Annual return | -19.96% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,947 | $3,381-42.4% | $4,814-59.6% | $2,596-25.0% |
| Participant deferral / active EE | $4,469 | $6,110-26.9% | $7,446-40.0% | $4,027+11.0% |
| Admin fee / account holder | $1,576 | $6,275-74.9% | $10,010-84.3% | $5,403-70.8% |