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 | $175,166 | $107,791+62.5% | $90,645+93.2% | $135,375+29.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -9.78% | -0.90%-8.9pp | 1.88%-11.7pp | 519.73%-529.5pp |
| Employer contribution / active EE | $7,049 | $3,018+133.6% | $2,532+178.4% | $4,779+47.5% |
| Participant deferral / active EE | $18,500 | $3,872+377.8% | $3,425+440.2% | $5,609+229.8% |
| Admin fee / account holder | $1,783 | $5,930-69.9% | $4,994-64.3% | $10,827-83.5% |