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 | $14,408 | $58,208-75.2% | $81,812-82.4% | $80,856-82.2% |
| Participation rate | 72.4% | 63.4%+9.0pp | 72.3%+0.1pp | 67.6%+4.8pp |
| Annual return | -4.92% | 41.66%-46.6pp | 773.79%-778.7pp | 35.59%-40.5pp |
| Employer contribution / active EE | $3,448 | $2,340+47.4% | $2,912+18.4% | $2,755+25.2% |
| Participant deferral / active EE | $2,277 | $3,281-30.6% | $4,319-47.3% | $4,296-47.0% |
| Admin fee / account holder | $752 | $4,981-84.9% | $7,386-89.8% | $6,918-89.1% |