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 | $72,307 | $87,540-17.4% | $75,781-4.6% | $125,391-42.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -4.06% | 13.48%-17.5pp | 9.68%-13.7pp | 282.22%-286.3pp |
| Employer contribution / active EE | $1,293 | $3,930-67.1% | $3,323-61.1% | $4,866-73.4% |
| Participant deferral / active EE | $2,280 | $4,229-46.1% | $3,651-37.5% | $5,352-57.4% |
| Admin fee / account holder | $1,383 | $6,502-78.7% | $5,299-73.9% | $9,540-85.5% |