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 | $14,637 | $49,177-70.2% | $79,464-81.6% | $64,186-77.2% |
| Participation rate | 95.5% | 65.0%+30.4pp | 73.3%+22.1pp | 69.6%+25.9pp |
| Annual return | -9.04% | -1.16%-7.9pp | 718.14%-727.2pp | 7.63%-16.7pp |
| Employer contribution / active EE | $1,130 | $2,076-45.6% | $2,800-59.7% | $2,381-52.5% |
| Participant deferral / active EE | $4,327 | $2,821+53.4% | $3,704+16.8% | $3,470+24.7% |
| Admin fee / account holder | $320 | $3,839-91.7% | $5,113-93.7% | $4,888-93.5% |