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 | $81,856 | $167,307-51.1% | $143,757-43.1% | $134,475-39.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -24.67% | 0.46%-25.1pp | -0.04%-24.6pp | 417.96%-442.6pp |
| Employer contribution / active EE | $10,330 | $5,619+83.8% | $4,951+108.6% | $4,740+117.9% |
| Participant deferral / active EE | $8,726 | $6,446+35.4% | $5,637+54.8% | $6,400+36.3% |
| Admin fee / account holder | $534 | $18,088-97.0% | $14,673-96.4% | $11,426-95.3% |