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 | $39,495 | $82,664-52.2% | $125,339-68.5% | $68,494-42.3% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -22.73% | -5.97%-16.8pp | 572.05%-594.8pp | -7.84%-14.9pp |
| Employer contribution / active EE | $2,601 | $3,381-23.1% | $4,814-46.0% | $2,596+0.2% |
| Participant deferral / active EE | $9,619 | $6,110+57.4% | $7,446+29.2% | $4,027+138.9% |
| Admin fee / account holder | $2,612 | $6,275-58.4% | $10,010-73.9% | $5,403-51.7% |