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 | $45,570 | $97,757-53.4% | $83,848-45.7% | $135,375-66.3% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -9.79% | 1287.37%-1297.2pp | 850.88%-860.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $10,517 | $4,222+149.1% | $3,631+189.7% | $4,779+120.1% |
| Participant deferral / active EE | $7,855 | $4,682+67.8% | $4,082+92.4% | $5,609+40.0% |
| Admin fee / account holder | $4,359 | $6,674-34.7% | $5,478-20.4% | $10,827-59.7% |