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 | $97,793 | $100,754-2.9% | $86,677+12.8% | $134,475-27.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -23.07% | 29.04%-52.1pp | 35.91%-59.0pp | 417.96%-441.0pp |
| Employer contribution / active EE | $4,781 | $3,489+37.0% | $2,836+68.5% | $4,740+0.9% |
| Participant deferral / active EE | $12,844 | $5,338+140.6% | $4,656+175.9% | $6,400+100.7% |
| Admin fee / account holder | $29,608 | $10,926+171.0% | $7,493+295.1% | $11,426+159.1% |