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 | $30,097 | $142,344-78.9% | $119,609-74.8% | $134,475-77.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -35.19% | -12.44%-22.8pp | -14.97%-20.2pp | 417.96%-453.2pp |
| Employer contribution / active EE | $2,517 | $5,222-51.8% | $4,232-40.5% | $4,740-46.9% |
| Participant deferral / active EE | $8,243 | $6,469+27.4% | $5,602+47.1% | $6,400+28.8% |
| Admin fee / account holder | $539 | $13,584-96.0% | $10,323-94.8% | $11,426-95.3% |