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 | $30,347 | $69,518-56.3% | $59,878-49.3% | $135,375-77.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -10.26% | 7.94%-18.2pp | 3.46%-13.7pp | 519.73%-530.0pp |
| Employer contribution / active EE | $7,449 | $3,235+130.3% | $2,722+173.7% | $4,779+55.9% |
| Participant deferral / active EE | $4,981 | $4,206+18.4% | $3,402+46.4% | $5,609-11.2% |
| Admin fee / account holder | $782 | $5,734-86.4% | $3,590-78.2% | $10,827-92.8% |