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 | $77,806 | $175,600-55.7% | $129,110-39.7% | $134,475-42.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -19.68% | -11.39%-8.3pp | -10.94%-8.7pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,929 | $6,355-38.2% | $5,052-22.2% | $4,740-17.1% |
| Participant deferral / active EE | $11,139 | $7,975+39.7% | $6,542+70.3% | $6,400+74.1% |
| Admin fee / account holder | $363 | $23,567-98.5% | $14,302-97.5% | $11,426-96.8% |