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 | $23,453 | $92,222-74.6% | $76,768-69.4% | $135,375-82.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -9.05% | 5.46%-14.5pp | 2.43%-11.5pp | 519.73%-528.8pp |
| Employer contribution / active EE | $1,679 | $3,216-47.8% | $2,485-32.5% | $4,779-64.9% |
| Participant deferral / active EE | $1,453 | $4,509-67.8% | $3,852-62.3% | $5,609-74.1% |
| Admin fee / account holder | $1,389 | $10,748-87.1% | $6,675-79.2% | $10,827-87.2% |