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 | $29,794 | $69,010-56.8% | $159,960-81.4% | $68,494-56.5% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -21.84% | -9.65%-12.2pp | 408.60%-430.4pp | -7.84%-14.0pp |
| Employer contribution / active EE | $2,560 | $2,213+15.7% | $4,226-39.4% | $2,596-1.4% |
| Participant deferral / active EE | $2,847 | $4,212-32.4% | $6,182-53.9% | $4,027-29.3% |
| Admin fee / account holder | $1,990 | $4,798-58.5% | $8,698-77.1% | $5,403-63.2% |