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 | $161,338 | $82,664+95.2% | $125,339+28.7% | $68,494+135.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -22.85% | -5.97%-16.9pp | 572.05%-594.9pp | -7.84%-15.0pp |
| Employer contribution / active EE | $2,163 | $3,381-36.0% | $4,814-55.1% | $2,596-16.7% |
| Participant deferral / active EE | $6,888 | $6,110+12.7% | $7,446-7.5% | $4,027+71.0% |
| Admin fee / account holder | $19,684 | $6,275+213.7% | $10,010+96.6% | $5,403+264.3% |