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 | $90,720 | $72,177+25.7% | $115,037-21.1% | $59,632+52.1% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | -2.79% | 12.02%-14.8pp | 26.14%-28.9pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $3,333 | $2,841+17.3% | $4,608-27.7% | $2,203+51.3% |
| Participant deferral / active EE | $8,023 | $4,783+67.8% | $6,026+33.1% | $3,192+151.4% |
| Admin fee / account holder | $29,917 | $4,927+507.2% | $8,175+266.0% | $4,297+596.2% |