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 | $11,402 | $22,587-49.5% | $65,255-82.5% | $75,163-84.8% |
| Participation rate | 100.0% | 63.1%+36.9pp | 65.0%+35.0pp | 67.2%+32.8pp |
| Annual return | -18.46% | 71.03%-89.5pp | 47.35%-65.8pp | 160.62%-179.1pp |
| Employer contribution / active EE | $2,919 | $941+210.3% | $1,691+72.6% | $2,670+9.3% |
| Participant deferral / active EE | $0 | $1,695-100.0% | $2,831-100.0% | $4,125-100.0% |
| Admin fee / account holder | $1,880 | $1,876+0.2% | $4,112-54.3% | $5,651-66.7% |