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 | $70,856 | $177,572-60.1% | $154,803-54.2% | $142,382-50.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -1.85% | 65.07%-66.9pp | 58.88%-60.7pp | 217.08%-218.9pp |
| Employer contribution / active EE | $10,976 | $4,810+128.2% | $4,305+154.9% | $4,299+155.3% |
| Participant deferral / active EE | $6,899 | $6,272+10.0% | $5,540+24.5% | $6,507+6.0% |
| Admin fee / account holder | $900 | $16,786-94.6% | $14,329-93.7% | $12,624-92.9% |