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 | $16,353 | $54,350-69.9% | $82,719-80.2% | $68,494-76.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -20.14% | -13.67%-6.5pp | 701.18%-721.3pp | -7.84%-12.3pp |
| Employer contribution / active EE | $1,409 | $2,218-36.5% | $3,009-53.2% | $2,596-45.7% |
| Participant deferral / active EE | $2,247 | $3,246-30.8% | $4,395-48.9% | $4,027-44.2% |
| Admin fee / account holder | $2,367 | $4,395-46.2% | $5,329-55.6% | $5,403-56.2% |