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 | $145,427 | $100,754+44.3% | $86,677+67.8% | $134,475+8.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -25.00% | 29.04%-54.0pp | 35.91%-60.9pp | 417.96%-443.0pp |
| Employer contribution / active EE | $3,753 | $3,489+7.6% | $2,836+32.3% | $4,740-20.8% |
| Participant deferral / active EE | $8,197 | $5,338+53.6% | $4,656+76.1% | $6,400+28.1% |
| Admin fee / account holder | $1,300 | $10,926-88.1% | $7,493-82.7% | $11,426-88.6% |