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 | $51,968 | $127,386-59.2% | $115,037-54.8% | $125,391-58.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -3.76% | 31.28%-35.0pp | 26.14%-29.9pp | 282.22%-286.0pp |
| Employer contribution / active EE | $4,751 | $5,166-8.0% | $4,608+3.1% | $4,866-2.4% |
| Participant deferral / active EE | $5,291 | $6,423-17.6% | $6,026-12.2% | $5,352-1.1% |
| Admin fee / account holder | $744 | $9,516-92.2% | $8,175-90.9% | $9,540-92.2% |