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 | $30,674 | $54,350-43.6% | $82,719-62.9% | $68,494-55.2% |
| Participation rate | 78.5% | 63.9%+14.5pp | 72.6%+5.9pp | 67.9%+10.6pp |
| Annual return | -30.61% | -13.67%-16.9pp | 701.18%-731.8pp | -7.84%-22.8pp |
| Employer contribution / active EE | $1,016 | $2,218-54.2% | $3,009-66.2% | $2,596-60.9% |
| Participant deferral / active EE | $2,920 | $3,246-10.1% | $4,395-33.6% | $4,027-27.5% |
| Admin fee / account holder | $366 | $4,395-91.7% | $5,329-93.1% | $5,403-93.2% |