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 | $102,123 | $167,307-39.0% | $143,757-29.0% | $134,475-24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.60% | 0.46%-22.1pp | -0.04%-21.6pp | 417.96%-439.6pp |
| Employer contribution / active EE | $6,996 | $5,619+24.5% | $4,951+41.3% | $4,740+47.6% |
| Participant deferral / active EE | $6,090 | $6,446-5.5% | $5,637+8.0% | $6,400-4.8% |
| Admin fee / account holder | $40,132 | $18,088+121.9% | $14,673+173.5% | $11,426+251.2% |