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 | $90,068 | $165,335-45.5% | $149,696-39.8% | $158,922-43.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -4.61% | 348.15%-352.8pp | 276.60%-281.2pp | 302.83%-307.4pp |
| Employer contribution / active EE | $6,360 | $5,103+24.6% | $4,644+36.9% | $4,761+33.6% |
| Participant deferral / active EE | $5,276 | $7,181-26.5% | $6,842-22.9% | $5,982-11.8% |
| Admin fee / account holder | $3,465 | $10,807-67.9% | $9,309-62.8% | $11,246-69.2% |