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 | $30,557 | $115,770-73.6% | $101,248-69.8% | $158,922-80.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -15.60% | 56.14%-71.7pp | 46.47%-62.1pp | 302.83%-318.4pp |
| Employer contribution / active EE | $3,084 | $4,175-26.1% | $3,660-15.7% | $4,761-35.2% |
| Participant deferral / active EE | $2,890 | $4,957-41.7% | $4,370-33.9% | $5,982-51.7% |
| Admin fee / account holder | $13,718 | $7,245+89.3% | $5,945+130.7% | $11,246+22.0% |