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 | $83,630 | $91,190-8.3% | $178,490-53.1% | $79,858+4.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -6.76% | 24.19%-30.9pp | 151.07%-157.8pp | 31.71%-38.5pp |
| Employer contribution / active EE | $1,830 | $3,256-43.8% | $5,011-63.5% | $2,471-26.0% |
| Participant deferral / active EE | $3,595 | $3,236+11.1% | $5,202-30.9% | $3,740-3.9% |
| Admin fee / account holder | $2,198 | $6,751-67.4% | $13,984-84.3% | $5,306-58.6% |