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 | $11,610 | $108,172-89.3% | $77,482-85.0% | $158,922-92.7% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | -8.26% | 31.67%-39.9pp | 54.79%-63.1pp | 302.83%-311.1pp |
| Employer contribution / active EE | $1,723 | $1,325+30.0% | $986+74.6% | $4,761-63.8% |
| Participant deferral / active EE | $3,494 | $2,456+42.3% | $1,861+87.7% | $5,982-41.6% |
| Admin fee / account holder | $144,834 | $3,708+3806.4% | $2,858+4968.1% | $11,246+1187.9% |