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 | $113,817 | $84,527+34.7% | $67,711+68.1% | $125,391-9.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -5.77% | 2.57%-8.3pp | 25.41%-31.2pp | 282.22%-288.0pp |
| Employer contribution / active EE | $10,400 | $3,292+215.9% | $2,559+306.4% | $4,866+113.7% |
| Participant deferral / active EE | $6,793 | $4,429+53.4% | $3,585+89.5% | $5,352+26.9% |
| Admin fee / account holder | $1,040 | $5,340-80.5% | $4,255-75.6% | $9,540-89.1% |