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 | $84,482 | $162,781-48.1% | $133,956-36.9% | $158,922-46.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -3.94% | 41.94%-45.9pp | 45.09%-49.0pp | 302.83%-306.8pp |
| Employer contribution / active EE | $1,413 | $4,975-71.6% | $3,919-63.9% | $4,761-70.3% |
| Participant deferral / active EE | $1,848 | $5,911-68.7% | $5,048-63.4% | $5,982-69.1% |
| Admin fee / account holder | $33,186 | $11,736+182.8% | $8,927+271.7% | $11,246+195.1% |