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 | $101,905 | $167,484-39.2% | $151,611-32.8% | $134,475-24.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -37.25% | 7.80%-45.1pp | 3.33%-40.6pp | 417.96%-455.2pp |
| Employer contribution / active EE | $14,012 | $6,829+105.2% | $6,166+127.2% | $4,740+195.6% |
| Participant deferral / active EE | $15,041 | $8,986+67.4% | $8,363+79.8% | $6,400+135.0% |
| Admin fee / account holder | $322 | $13,783-97.7% | $11,616-97.2% | $11,426-97.2% |