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 | $24,646 | $138,065-82.1% | $123,544-80.1% | $135,375-81.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -14.18% | 153.68%-167.9pp | 119.20%-133.4pp | 519.73%-533.9pp |
| Employer contribution / active EE | $5,286 | $5,151+2.6% | $4,628+14.2% | $4,779+10.6% |
| Participant deferral / active EE | $9,711 | $6,799+42.8% | $6,426+51.1% | $5,609+73.1% |
| Admin fee / account holder | $523 | $10,916-95.2% | $9,284-94.4% | $10,827-95.2% |