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 | $33,770 | $129,942-74.0% | $104,294-67.6% | $134,475-74.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -23.05% | 42.03%-65.1pp | 24.61%-47.7pp | 417.96%-441.0pp |
| Employer contribution / active EE | $1,805 | $4,184-56.9% | $3,372-46.5% | $4,740-61.9% |
| Participant deferral / active EE | $4,785 | $5,588-14.4% | $4,625+3.5% | $6,400-25.2% |
| Admin fee / account holder | $719 | $9,323-92.3% | $7,339-90.2% | $11,426-93.7% |