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 | $33,892 | $75,935-55.4% | $60,547-44.0% | $125,391-73.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -7.71% | -5.38%-2.3pp | 335.64%-343.4pp | 282.22%-289.9pp |
| Employer contribution / active EE | $2,037 | $3,438-40.7% | $2,419-15.8% | $4,866-58.1% |
| Participant deferral / active EE | $5,893 | $4,506+30.8% | $3,328+77.1% | $5,352+10.1% |
| Admin fee / account holder | $3,489 | $6,768-48.4% | $4,536-23.1% | $9,540-63.4% |