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 | $59,467 | $167,307-64.5% | $143,757-58.6% | $134,475-55.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -36.32% | 0.46%-36.8pp | -0.04%-36.3pp | 417.96%-454.3pp |
| Employer contribution / active EE | $7,316 | $5,619+30.2% | $4,951+47.8% | $4,740+54.4% |
| Participant deferral / active EE | $5,278 | $6,446-18.1% | $5,637-6.4% | $6,400-17.5% |
| Admin fee / account holder | $710 | $18,088-96.1% | $14,673-95.2% | $11,426-93.8% |