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 | $99,145 | $111,754-11.3% | $103,333-4.1% | $145,922-32.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | -1.24% | 24.77%-26.0pp | 24.88%-26.1pp | 561.29%-562.5pp |
| Employer contribution / active EE | $2,157 | $4,212-48.8% | $3,868-44.2% | $4,660-53.7% |
| Participant deferral / active EE | $4,828 | $5,619-14.1% | $5,057-4.5% | $6,688-27.8% |
| Admin fee / account holder | $3,058 | $9,750-68.6% | $8,355-63.4% | $13,397-77.2% |