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 | $83,616 | $85,790-2.5% | $67,313+24.2% | $135,375-38.2% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -11.09% | -0.54%-10.6pp | -4.08%-7.0pp | 519.73%-530.8pp |
| Employer contribution / active EE | $11,116 | $3,487+218.7% | $2,566+333.3% | $4,779+132.6% |
| Participant deferral / active EE | $6,001 | $4,651+29.0% | $3,568+68.2% | $5,609+7.0% |
| Admin fee / account holder | $1,814 | $6,392-71.6% | $4,507-59.8% | $10,827-83.3% |