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 | $47,177 | $140,588-66.4% | $123,104-61.7% | $125,391-62.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -4.43% | 16.80%-21.2pp | 13.22%-17.7pp | 282.22%-286.7pp |
| Employer contribution / active EE | $7,905 | $6,041+30.8% | $5,151+53.5% | $4,866+62.5% |
| Participant deferral / active EE | $7,618 | $6,980+9.1% | $6,230+22.3% | $5,352+42.4% |
| Admin fee / account holder | $1,533 | $11,198-86.3% | $9,015-83.0% | $9,540-83.9% |