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 | $10,447 | $54,350-80.8% | $82,719-87.4% | $68,494-84.7% |
| Participation rate | 78.7% | 63.9%+14.8pp | 72.6%+6.1pp | 67.9%+10.8pp |
| Annual return | -19.63% | -13.67%-6.0pp | 701.18%-720.8pp | -7.84%-11.8pp |
| Employer contribution / active EE | $1,621 | $2,218-26.9% | $3,009-46.1% | $2,596-37.6% |
| Participant deferral / active EE | $3,891 | $3,246+19.9% | $4,395-11.5% | $4,027-3.4% |
| Admin fee / account holder | $2,604 | $4,395-40.8% | $5,329-51.1% | $5,403-51.8% |