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 | $40,629 | $97,757-58.4% | $83,848-51.5% | $135,375-70.0% |
| Participation rate | 80.0% | 80.0%0pp | 76.1%+3.9pp | 82.6%-2.6pp |
| Annual return | -22.51% | 1287.37%-1309.9pp | 850.88%-873.4pp | 519.73%-542.2pp |
| Employer contribution / active EE | $6,140 | $4,222+45.4% | $3,631+69.1% | $4,779+28.5% |
| Participant deferral / active EE | $7,023 | $4,682+50.0% | $4,082+72.1% | $5,609+25.2% |
| Admin fee / account holder | $10,497 | $6,674+57.3% | $5,478+91.6% | $10,827-3.0% |