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 | $145,110 | $69,518+108.7% | $59,878+142.3% | $135,375+7.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -12.33% | 7.94%-20.3pp | 3.46%-15.8pp | 519.73%-532.1pp |
| Employer contribution / active EE | $828 | $3,235-74.4% | $2,722-69.6% | $4,779-82.7% |
| Participant deferral / active EE | $2,641 | $4,206-37.2% | $3,402-22.4% | $5,609-52.9% |
| Admin fee / account holder | $47,260 | $5,734+724.1% | $3,590+1216.3% | $10,827+336.5% |