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 | $79,826 | $152,587-47.7% | $125,175-36.2% | $152,861-47.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | -6.97% | 54.84%-61.8pp | 43.79%-50.8pp | 345.32%-352.3pp |
| Employer contribution / active EE | $2,917 | $4,946-41.0% | $3,865-24.5% | $4,762-38.8% |
| Participant deferral / active EE | $4,211 | $5,868-28.2% | $4,937-14.7% | $5,850-28.0% |
| Admin fee / account holder | $19,022 | $13,434+41.6% | $9,702+96.1% | $11,596+64.0% |