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 | $72,471 | $209,411-65.4% | $178,490-59.4% | $158,922-54.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -11.67% | 188.75%-200.4pp | 151.07%-162.7pp | 302.83%-314.5pp |
| Employer contribution / active EE | $7,381 | $5,706+29.3% | $5,011+47.3% | $4,761+55.0% |
| Participant deferral / active EE | $6,015 | $5,954+1.0% | $5,202+15.6% | $5,982+0.6% |
| Admin fee / account holder | $102,369 | $17,074+499.5% | $13,984+632.1% | $11,246+810.3% |