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 | $127,018 | $162,781-22.0% | $133,956-5.2% | $158,922-20.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | -2.40% | 41.94%-44.3pp | 45.09%-47.5pp | 302.83%-305.2pp |
| Employer contribution / active EE | $9,695 | $4,975+94.9% | $3,919+147.4% | $4,761+103.6% |
| Participant deferral / active EE | $2,657 | $5,911-55.0% | $5,048-47.4% | $5,982-55.6% |
| Admin fee / account holder | $28,615 | $11,736+143.8% | $8,927+220.5% | $11,246+154.5% |