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 | $143,460 | $94,529+51.8% | $140,016+2.5% | $64,186+123.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -7.79% | 7.77%-15.6pp | 651.12%-658.9pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,358 | $3,812-38.1% | $5,606-57.9% | $2,381-0.9% |
| Participant deferral / active EE | $6,498 | $5,250+23.8% | $6,927-6.2% | $3,470+87.3% |
| Admin fee / account holder | $711 | $6,741-89.5% | $10,705-93.4% | $4,888-85.5% |