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 | $63,684 | $138,065-53.9% | $123,544-48.5% | $135,375-53.0% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.23% | 153.68%-162.9pp | 119.20%-128.4pp | 519.73%-529.0pp |
| Employer contribution / active EE | $8,437 | $5,151+63.8% | $4,628+82.3% | $4,779+76.5% |
| Participant deferral / active EE | $10,129 | $6,799+49.0% | $6,426+57.6% | $5,609+80.6% |
| Admin fee / account holder | $5,338 | $10,916-51.1% | $9,284-42.5% | $10,827-50.7% |