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 | $51,945 | $113,935-54.4% | $94,224-44.9% | $125,391-58.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -5.83% | 5.29%-11.1pp | 10.68%-16.5pp | 282.22%-288.1pp |
| Employer contribution / active EE | $2,101 | $4,727-55.6% | $3,587-41.4% | $4,866-56.8% |
| Participant deferral / active EE | $3,095 | $5,179-40.2% | $4,320-28.4% | $5,352-42.2% |
| Admin fee / account holder | $466 | $8,391-94.4% | $6,269-92.6% | $9,540-95.1% |