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 9-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 | $55,694 | $158,817-64.9% | $121,196-54.0% | $135,375-58.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -10.20% | -0.64%-9.6pp | 16.93%-27.1pp | 519.73%-529.9pp |
| Employer contribution / active EE | $4,954 | $5,665-12.5% | $4,022+23.2% | $4,779+3.7% |
| Participant deferral / active EE | $8,192 | $4,005+104.6% | $3,344+145.0% | $5,609+46.1% |
| Admin fee / account holder | $1,579 | $6,512-75.8% | $5,019-68.5% | $10,827-85.4% |