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 | $98,952 | $185,822-46.7% | $169,993-41.8% | $139,434-29.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -29.97% | 60.50%-90.5pp | 53.37%-83.3pp | 372.94%-402.9pp |
| Employer contribution / active EE | $5,538 | $7,590-27.0% | $6,785-18.4% | $4,751+16.6% |
| Participant deferral / active EE | $24,625 | $11,622+111.9% | $10,408+136.6% | $6,710+267.0% |
| Admin fee / account holder | $28,948 | $15,381+88.2% | $12,815+125.9% | $11,403+153.9% |