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 | $29,308 | $82,664-64.5% | $125,339-76.6% | $68,494-57.2% |
| Participation rate | 80.0% | 75.0%+5.0pp | 82.4%-2.4pp | 67.9%+12.1pp |
| Annual return | -21.44% | -5.97%-15.5pp | 572.05%-593.5pp | -7.84%-13.6pp |
| Employer contribution / active EE | $2,774 | $3,381-18.0% | $4,814-42.4% | $2,596+6.8% |
| Participant deferral / active EE | $6,895 | $6,110+12.8% | $7,446-7.4% | $4,027+71.2% |
| Admin fee / account holder | $2,137 | $6,275-66.0% | $10,010-78.7% | $5,403-60.5% |