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 | $58,978 | $97,044-39.2% | $83,333-29.2% | $135,375-56.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.34% | 12.31%-22.7pp | 10.63%-21.0pp | 519.73%-530.1pp |
| Employer contribution / active EE | $5,155 | $4,143+24.4% | $3,379+52.6% | $4,779+7.9% |
| Participant deferral / active EE | $4,770 | $5,964-20.0% | $5,565-14.3% | $5,609-15.0% |
| Admin fee / account holder | $12,109 | $8,380+44.5% | $7,510+61.2% | $10,827+11.8% |