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 | $129,654 | $211,958-38.8% | $169,463-23.5% | $135,375-4.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -14.58% | 3.26%-17.8pp | 1.83%-16.4pp | 519.73%-534.3pp |
| Employer contribution / active EE | $8,944 | $5,120+74.7% | $4,159+115.1% | $4,779+87.2% |
| Participant deferral / active EE | $5,629 | $6,075-7.3% | $5,277+6.7% | $5,609+0.4% |
| Admin fee / account holder | $2,564 | $11,471-77.6% | $9,109-71.8% | $10,827-76.3% |