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 | $102,062 | $167,307-39.0% | $143,757-29.0% | $134,475-24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -23.34% | 0.46%-23.8pp | -0.04%-23.3pp | 417.96%-441.3pp |
| Employer contribution / active EE | $1,920 | $5,619-65.8% | $4,951-61.2% | $4,740-59.5% |
| Participant deferral / active EE | $4,096 | $6,446-36.5% | $5,637-27.3% | $6,400-36.0% |
| Admin fee / account holder | $1,197 | $18,088-93.4% | $14,673-91.8% | $11,426-89.5% |