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 | $72,553 | $105,931-31.5% | $81,930-11.4% | $158,922-54.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | -2.51% | 38.17%-40.7pp | 29.49%-32.0pp | 302.83%-305.3pp |
| Employer contribution / active EE | $3,945 | $7,800-49.4% | $4,310-8.5% | $4,761-17.1% |
| Participant deferral / active EE | $6,020 | $13,003-53.7% | $7,107-15.3% | $5,982+0.6% |
| Admin fee / account holder | $24,464 | $8,489+188.2% | $5,158+374.3% | $11,246+117.5% |