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 | $117,529 | $211,958-44.6% | $169,463-30.6% | $135,375-13.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -10.28% | 3.26%-13.5pp | 1.83%-12.1pp | 519.73%-530.0pp |
| Employer contribution / active EE | $6,083 | $5,120+18.8% | $4,159+46.3% | $4,779+27.3% |
| Participant deferral / active EE | $10,945 | $6,075+80.2% | $5,277+107.4% | $5,609+95.1% |
| Admin fee / account holder | $2,688 | $11,471-76.6% | $9,109-70.5% | $10,827-75.2% |