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 | $77,455 | $99,032-21.8% | $80,019-3.2% | $135,375-42.8% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -9.31% | 15.39%-24.7pp | 11.22%-20.5pp | 519.73%-529.0pp |
| Employer contribution / active EE | $4,212 | $3,043+38.4% | $2,468+70.7% | $4,779-11.9% |
| Participant deferral / active EE | $9,775 | $4,282+128.3% | $3,686+165.2% | $5,609+74.3% |
| Admin fee / account holder | $501 | $10,436-95.2% | $6,521-92.3% | $10,827-95.4% |