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 | $54,219 | $95,862-43.4% | $79,550-31.8% | $134,475-59.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -24.24% | -2.69%-21.5pp | 0.16%-24.4pp | 417.96%-442.2pp |
| Employer contribution / active EE | $4,867 | $3,128+55.6% | $2,413+101.7% | $4,740+2.7% |
| Participant deferral / active EE | $5,300 | $4,693+12.9% | $3,985+33.0% | $6,400-17.2% |
| Admin fee / account holder | $2,270 | $9,126-75.1% | $6,832-66.8% | $11,426-80.1% |