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 | $35,228 | $95,971-63.3% | $74,550-52.7% | $135,375-74.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -10.17% | 56.96%-67.1pp | 32.53%-42.7pp | 519.73%-529.9pp |
| Employer contribution / active EE | $3,381 | $2,716+24.5% | $1,961+72.4% | $4,779-29.3% |
| Participant deferral / active EE | $7,698 | $3,843+100.3% | $3,108+147.7% | $5,609+37.3% |
| Admin fee / account holder | $817 | $6,522-87.5% | $5,060-83.8% | $10,827-92.5% |