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 | $113,465 | $73,933+53.5% | $96,683+17.4% | $75,163+51.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -4.30% | 26.70%-31.0pp | 35.69%-40.0pp | 160.62%-164.9pp |
| Employer contribution / active EE | $5,532 | $2,928+89.0% | $3,737+48.0% | $2,670+107.2% |
| Participant deferral / active EE | $4,652 | $3,659+27.1% | $4,878-4.6% | $4,125+12.8% |
| Admin fee / account holder | $38,264 | $5,216+633.6% | $6,730+468.6% | $5,651+577.1% |