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 | $107,727 | $209,411-48.6% | $178,490-39.6% | $158,922-32.2% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -6.76% | 188.75%-195.5pp | 151.07%-157.8pp | 302.83%-309.6pp |
| Employer contribution / active EE | $4,522 | $5,706-20.7% | $5,011-9.7% | $4,761-5.0% |
| Participant deferral / active EE | $4,002 | $5,954-32.8% | $5,202-23.1% | $5,982-33.1% |
| Admin fee / account holder | $15,344 | $17,074-10.1% | $13,984+9.7% | $11,246+36.4% |