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 | $47,554 | $45,865+3.7% | $40,757+16.7% | $125,391-62.1% |
| Participation rate | 100.0% | 84.2%+15.8pp | 79.3%+20.7pp | 83.2%+16.8pp |
| Annual return | -4.69% | -1.32%-3.4pp | -0.50%-4.2pp | 282.22%-286.9pp |
| Employer contribution / active EE | $2,442 | $3,697-33.9% | $3,004-18.7% | $4,866-49.8% |
| Participant deferral / active EE | $2,667 | $4,199-36.5% | $3,485-23.5% | $5,352-50.2% |
| Admin fee / account holder | $4,310 | $5,763-25.2% | $4,272+0.9% | $9,540-54.8% |