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 | $66,981 | $138,065-51.5% | $123,544-45.8% | $135,375-50.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.24% | 153.68%-163.9pp | 119.20%-129.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $6,978 | $5,151+35.5% | $4,628+50.8% | $4,779+46.0% |
| Participant deferral / active EE | $5,556 | $6,799-18.3% | $6,426-13.5% | $5,609-0.9% |
| Admin fee / account holder | $2,809 | $10,916-74.3% | $9,284-69.7% | $10,827-74.1% |