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 | $112,271 | $167,307-32.9% | $143,757-21.9% | $134,475-16.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -25.15% | 0.46%-25.6pp | -0.04%-25.1pp | 417.96%-443.1pp |
| Employer contribution / active EE | $6,033 | $5,619+7.4% | $4,951+21.9% | $4,740+27.3% |
| Participant deferral / active EE | $8,868 | $6,446+37.6% | $5,637+57.3% | $6,400+38.6% |
| Admin fee / account holder | $100,506 | $18,088+455.6% | $14,673+585.0% | $11,426+779.6% |