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 | $103,648 | $77,813+33.2% | $123,544-16.1% | $64,186+61.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -8.48% | 12.48%-21.0pp | 119.20%-127.7pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,345 | $3,014-55.4% | $4,628-70.9% | $2,381-43.5% |
| Participant deferral / active EE | $4,603 | $5,240-12.2% | $6,426-28.4% | $3,470+32.7% |
| Admin fee / account holder | $1,250 | $5,519-77.3% | $9,284-86.5% | $4,888-74.4% |