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 | $62,464 | $211,958-70.5% | $169,463-63.1% | $135,375-53.9% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -9.52% | 3.26%-12.8pp | 1.83%-11.4pp | 519.73%-529.3pp |
| Employer contribution / active EE | $4,244 | $5,120-17.1% | $4,159+2.0% | $4,779-11.2% |
| Participant deferral / active EE | $12,125 | $6,075+99.6% | $5,277+129.8% | $5,609+116.2% |
| Admin fee / account holder | $469 | $11,471-95.9% | $9,109-94.8% | $10,827-95.7% |