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 | $114,587 | $167,307-31.5% | $143,757-20.3% | $134,475-14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.27% | 0.46%-20.7pp | -0.04%-20.2pp | 417.96%-438.2pp |
| Employer contribution / active EE | $10,667 | $5,619+89.8% | $4,951+115.5% | $4,740+125.1% |
| Participant deferral / active EE | $11,606 | $6,446+80.1% | $5,637+105.9% | $6,400+81.4% |
| Admin fee / account holder | $651 | $18,088-96.4% | $14,673-95.6% | $11,426-94.3% |