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 | $43,444 | $111,754-61.1% | $103,333-58.0% | $145,922-70.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -67.11% | 24.77%-91.9pp | 24.88%-92.0pp | 561.29%-628.4pp |
| Employer contribution / active EE | $1,566 | $4,212-62.8% | $3,868-59.5% | $4,660-66.4% |
| Participant deferral / active EE | $6,195 | $5,619+10.3% | $5,057+22.5% | $6,688-7.4% |
| Admin fee / account holder | $84,292 | $9,750+764.5% | $8,355+908.9% | $13,397+529.2% |