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 | $113,263 | $64,707+75.0% | $112,228+0.9% | $68,494+65.4% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -22.20% | -11.40%-10.8pp | 27.45%-49.6pp | -7.84%-14.4pp |
| Employer contribution / active EE | $7,873 | $2,746+186.7% | $3,635+116.6% | $2,596+203.3% |
| Participant deferral / active EE | $7,053 | $3,565+97.9% | $4,728+49.2% | $4,027+75.1% |
| Admin fee / account holder | $2,073 | $5,232-60.4% | $6,410-67.7% | $5,403-61.6% |