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 | $71,228 | $106,543-33.1% | $91,220-21.9% | $134,475-47.0% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.47% | 160.60%-182.1pp | 114.01%-135.5pp | 417.96%-439.4pp |
| Employer contribution / active EE | $3,110 | $3,331-6.6% | $2,850+9.1% | $4,740-34.4% |
| Participant deferral / active EE | $1,888 | $4,719-60.0% | $4,234-55.4% | $6,400-70.5% |
| Admin fee / account holder | $1,896 | $6,231-69.6% | $5,420-65.0% | $11,426-83.4% |