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 | $82,803 | $138,065-40.0% | $123,544-33.0% | $135,375-38.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.56% | 153.68%-164.2pp | 119.20%-129.8pp | 519.73%-530.3pp |
| Employer contribution / active EE | $2,952 | $5,151-42.7% | $4,628-36.2% | $4,779-38.2% |
| Participant deferral / active EE | $6,620 | $6,799-2.6% | $6,426+3.0% | $5,609+18.0% |
| Admin fee / account holder | $410 | $10,916-96.2% | $9,284-95.6% | $10,827-96.2% |