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 | $100,292 | $76,000+32.0% | $154,107-34.9% | $64,186+56.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.52% | 30.32%-38.8pp | 735.12%-743.6pp | 7.63%-16.2pp |
| Employer contribution / active EE | $3,210 | $3,351-4.2% | $5,298-39.4% | $2,381+34.8% |
| Participant deferral / active EE | $4,237 | $3,175+33.4% | $5,081-16.6% | $3,470+22.1% |
| Admin fee / account holder | $19,253 | $5,596+244.0% | $13,411+43.6% | $4,888+293.9% |