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 | $123,570 | $167,307-26.1% | $143,757-14.0% | $134,475-8.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.09% | 0.46%-20.6pp | -0.04%-20.1pp | 417.96%-438.1pp |
| Employer contribution / active EE | $10,252 | $5,619+82.4% | $4,951+107.1% | $4,740+116.3% |
| Participant deferral / active EE | $6,660 | $6,446+3.3% | $5,637+18.2% | $6,400+4.1% |
| Admin fee / account holder | $1,678 | $18,088-90.7% | $14,673-88.6% | $11,426-85.3% |