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 | $10,391 | $25,979-60.0% | $71,735-85.5% | $68,494-84.8% |
| Participation rate | 87.9% | 54.5%+33.4pp | 62.3%+25.6pp | 67.9%+20.0pp |
| Annual return | -19.97% | -15.10%-4.9pp | 9.14%-29.1pp | -7.84%-12.1pp |
| Employer contribution / active EE | $1,139 | $900+26.5% | $1,704-33.2% | $2,596-56.1% |
| Participant deferral / active EE | $1,139 | $1,522-25.1% | $2,658-57.1% | $4,027-71.7% |
| Admin fee / account holder | $975 | $2,022-51.8% | $3,974-75.5% | $5,403-82.0% |