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 | $41,591 | $82,664-49.7% | $125,339-66.8% | $68,494-39.3% |
| Participation rate | 70.7% | 75.0%-4.3pp | 82.4%-11.6pp | 67.9%+2.8pp |
| Annual return | -19.96% | -5.97%-14.0pp | 572.05%-592.0pp | -7.84%-12.1pp |
| Employer contribution / active EE | $2,114 | $3,381-37.5% | $4,814-56.1% | $2,596-18.6% |
| Participant deferral / active EE | $3,667 | $6,110-40.0% | $7,446-50.8% | $4,027-8.9% |
| Admin fee / account holder | $925 | $6,275-85.3% | $10,010-90.8% | $5,403-82.9% |