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 | $30,964 | $69,010-55.1% | $159,960-80.6% | $68,494-54.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -55.29% | -9.65%-45.6pp | 408.60%-463.9pp | -7.84%-47.4pp |
| Employer contribution / active EE | $3,407 | $2,213+53.9% | $4,226-19.4% | $2,596+31.2% |
| Participant deferral / active EE | $6,643 | $4,212+57.7% | $6,182+7.4% | $4,027+64.9% |
| Admin fee / account holder | $959 | $4,798-80.0% | $8,698-89.0% | $5,403-82.3% |