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 | $29,577 | $93,024-68.2% | $77,024-61.6% | $134,475-78.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -24.10% | 62.60%-86.7pp | 42.32%-66.4pp | 417.96%-442.1pp |
| Employer contribution / active EE | $8,944 | $3,418+161.7% | $2,812+218.0% | $4,740+88.7% |
| Participant deferral / active EE | $13,719 | $5,238+161.9% | $4,426+209.9% | $6,400+114.4% |
| Admin fee / account holder | $7,026 | $6,944+1.2% | $5,425+29.5% | $11,426-38.5% |