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 | $96,111 | $142,344-32.5% | $119,609-19.6% | $134,475-28.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -26.56% | -12.44%-14.1pp | -14.97%-11.6pp | 417.96%-444.5pp |
| Employer contribution / active EE | $2,475 | $5,222-52.6% | $4,232-41.5% | $4,740-47.8% |
| Participant deferral / active EE | $3,053 | $6,469-52.8% | $5,602-45.5% | $6,400-52.3% |
| Admin fee / account holder | $336 | $13,584-97.5% | $10,323-96.7% | $11,426-97.1% |