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 | $26,659 | $97,044-72.5% | $83,333-68.0% | $135,375-80.3% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.47% | 12.31%-22.8pp | 10.63%-21.1pp | 519.73%-530.2pp |
| Employer contribution / active EE | $518 | $4,143-87.5% | $3,379-84.7% | $4,779-89.2% |
| Participant deferral / active EE | $11,607 | $5,964+94.6% | $5,565+108.6% | $5,609+106.9% |
| Admin fee / account holder | $552 | $8,380-93.4% | $7,510-92.7% | $10,827-94.9% |