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 | $53,973 | $167,484-67.8% | $151,611-64.4% | $134,475-59.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -32.81% | 7.80%-40.6pp | 3.33%-36.1pp | 417.96%-450.8pp |
| Employer contribution / active EE | $1,990 | $6,829-70.9% | $6,166-67.7% | $4,740-58.0% |
| Participant deferral / active EE | $8,049 | $8,986-10.4% | $8,363-3.8% | $6,400+25.8% |
| Admin fee / account holder | $585 | $13,783-95.8% | $11,616-95.0% | $11,426-94.9% |