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 | $99,664 | $127,100-21.6% | $105,738-5.7% | $135,375-26.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -10.55% | 4.49%-15.0pp | 6.27%-16.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $3,677 | $4,107-10.5% | $3,268+12.5% | $4,779-23.1% |
| Participant deferral / active EE | $10,286 | $5,064+103.1% | $4,080+152.1% | $5,609+83.4% |
| Admin fee / account holder | $946 | $9,087-89.6% | $6,913-86.3% | $10,827-91.3% |