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 | $57,607 | $64,324-10.4% | $118,925-51.6% | $79,858-27.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | -13.72% | 86.45%-100.2pp | 35.88%-49.6pp | 31.71%-45.4pp |
| Employer contribution / active EE | $2,809 | $1,836+53.0% | $3,263-13.9% | $2,471+13.7% |
| Participant deferral / active EE | $5,450 | $2,824+93.0% | $4,265+27.8% | $3,740+45.7% |
| Admin fee / account holder | $686 | $4,040-83.0% | $6,581-89.6% | $5,306-87.1% |