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 | $139,064 | $82,286+69.0% | $68,791+102.2% | $134,475+3.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -20.65% | -2.19%-18.5pp | -6.38%-14.3pp | 417.96%-438.6pp |
| Employer contribution / active EE | $4,351 | $3,301+31.8% | $2,655+63.9% | $4,740-8.2% |
| Participant deferral / active EE | $13,539 | $4,739+185.7% | $3,941+243.5% | $6,400+111.6% |
| Admin fee / account holder | $11,809 | $6,481+82.2% | $4,932+139.4% | $11,426+3.4% |