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 8-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 | $30,396 | $54,350-44.1% | $82,719-63.3% | $68,494-55.6% |
| Participation rate | 97.6% | 63.9%+33.6pp | 72.6%+25.0pp | 67.9%+29.7pp |
| Annual return | -20.51% | -13.67%-6.8pp | 701.18%-721.7pp | -7.84%-12.7pp |
| Employer contribution / active EE | $12,099 | $2,218+445.5% | $3,009+302.1% | $2,596+366.0% |
| Participant deferral / active EE | $23,952 | $3,246+637.9% | $4,395+445.0% | $4,027+494.8% |
| Admin fee / account holder | $7,458 | $4,395+69.7% | $5,329+40.0% | $5,403+38.0% |