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 | $90,055 | $78,694+14.4% | $67,652+33.1% | $125,391-28.2% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -4.17% | 9.46%-13.6pp | 6625.04%-6629.2pp | 282.22%-286.4pp |
| Employer contribution / active EE | $1,593 | $3,044-47.7% | $2,266-29.7% | $4,866-67.3% |
| Participant deferral / active EE | $2,469 | $4,292-42.5% | $3,560-30.6% | $5,352-53.9% |
| Admin fee / account holder | $32,838 | $7,403+343.6% | $4,821+581.2% | $9,540+244.2% |