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 | $53,167 | $90,503-41.3% | $78,689-32.4% | $273,961-80.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | -6.32% | 75.60%-81.9pp | 62.18%-68.5pp | 41.45%-47.8pp |
| Employer contribution / active EE | $9,885 | $3,176+211.3% | $2,851+246.8% | $4,869+103.0% |
| Participant deferral / active EE | $2,557 | $3,901-34.5% | $3,517-27.3% | $5,287-51.6% |
| Admin fee / account holder | $8,470 | $5,263+60.9% | $4,510+87.8% | $10,132-16.4% |