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 6-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 | $10,356 | $54,350-80.9% | $82,719-87.5% | $68,494-84.9% |
| Participation rate | 90.0% | 63.9%+26.1pp | 72.6%+17.4pp | 67.9%+22.1pp |
| Annual return | -20.63% | -13.67%-7.0pp | 701.18%-721.8pp | -7.84%-12.8pp |
| Employer contribution / active EE | $1,840 | $2,218-17.1% | $3,009-38.9% | $2,596-29.1% |
| Participant deferral / active EE | $3,530 | $3,246+8.7% | $4,395-19.7% | $4,027-12.4% |
| Admin fee / account holder | $2,670 | $4,395-39.3% | $5,329-49.9% | $5,403-50.6% |