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 | $74,058 | $129,942-43.0% | $104,294-29.0% | $134,475-44.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -22.70% | 42.03%-64.7pp | 24.61%-47.3pp | 417.96%-440.7pp |
| Employer contribution / active EE | $5,353 | $4,184+27.9% | $3,372+58.8% | $4,740+12.9% |
| Participant deferral / active EE | $2,048 | $5,588-63.4% | $4,625-55.7% | $6,400-68.0% |
| Admin fee / account holder | $4,459 | $9,323-52.2% | $7,339-39.3% | $11,426-61.0% |