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 | $61,143 | $92,222-33.7% | $76,768-20.4% | $135,375-54.8% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -8.74% | 5.46%-14.2pp | 2.43%-11.2pp | 519.73%-528.5pp |
| Employer contribution / active EE | $6,667 | $3,216+107.3% | $2,485+168.3% | $4,779+39.5% |
| Participant deferral / active EE | $0 | $4,509-100.0% | $3,852-100.0% | $5,609-100.0% |
| Admin fee / account holder | $8,038 | $10,748-25.2% | $6,675+20.4% | $10,827-25.8% |