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 | $78,405 | $118,450-33.8% | $98,439-20.4% | $139,434-43.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | -6.59% | 18.94%-25.5pp | 21.16%-27.7pp | 372.94%-379.5pp |
| Employer contribution / active EE | $9,630 | $3,609+166.8% | $3,048+215.9% | $4,751+102.7% |
| Participant deferral / active EE | $7,446 | $5,392+38.1% | $4,738+57.2% | $6,710+11.0% |
| Admin fee / account holder | $2,454 | $14,026-82.5% | $8,948-72.6% | $11,403-78.5% |