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 | $28,418 | $92,222-69.2% | $76,768-63.0% | $135,375-79.0% |
| Participation rate | 76.9% | 79.8%-2.8pp | 77.0%0pp | 82.6%-5.7pp |
| Annual return | -9.66% | 5.46%-15.1pp | 2.43%-12.1pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,664 | $3,216-17.2% | $2,485+7.2% | $4,779-44.3% |
| Participant deferral / active EE | $10,945 | $4,509+142.8% | $3,852+184.2% | $5,609+95.1% |
| Admin fee / account holder | $1,736 | $10,748-83.8% | $6,675-74.0% | $10,827-84.0% |