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 | $76,815 | $73,933+3.9% | $96,683-20.5% | $75,163+2.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | -2.53% | 26.70%-29.2pp | 35.69%-38.2pp | 160.62%-163.1pp |
| Employer contribution / active EE | $8,652 | $2,928+195.5% | $3,737+131.5% | $2,670+224.1% |
| Participant deferral / active EE | $2,009 | $3,659-45.1% | $4,878-58.8% | $4,125-51.3% |
| Admin fee / account holder | $3,633 | $5,216-30.4% | $6,730-46.0% | $5,651-35.7% |