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 | $29,119 | $87,540-66.7% | $75,781-61.6% | $125,391-76.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.56% | 13.48%-19.0pp | 9.68%-15.2pp | 282.22%-287.8pp |
| Employer contribution / active EE | $3,927 | $3,930-0.1% | $3,323+18.2% | $4,866-19.3% |
| Participant deferral / active EE | $2,923 | $4,229-30.9% | $3,651-19.9% | $5,352-45.4% |
| Admin fee / account holder | $3,769 | $6,502-42.0% | $5,299-28.9% | $9,540-60.5% |