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 | $51,318 | $177,572-71.1% | $154,803-66.8% | $142,382-64.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -28.64% | 65.07%-93.7pp | 58.88%-87.5pp | 217.08%-245.7pp |
| Employer contribution / active EE | $8,583 | $4,810+78.4% | $4,305+99.4% | $4,299+99.7% |
| Participant deferral / active EE | $7,833 | $6,272+24.9% | $5,540+41.4% | $6,507+20.4% |
| Admin fee / account holder | $1,652 | $16,786-90.2% | $14,329-88.5% | $12,624-86.9% |