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 | $91,587 | $177,572-48.4% | $154,803-40.8% | $142,382-35.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -8.08% | 65.07%-73.1pp | 58.88%-67.0pp | 217.08%-225.2pp |
| Employer contribution / active EE | $10,338 | $4,810+114.9% | $4,305+140.1% | $4,299+140.5% |
| Participant deferral / active EE | $7,167 | $6,272+14.3% | $5,540+29.4% | $6,507+10.1% |
| Admin fee / account holder | $108,876 | $16,786+548.6% | $14,329+659.8% | $12,624+762.5% |