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 | $44,699 | $167,307-73.3% | $143,757-68.9% | $134,475-66.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.94% | 0.46%-21.4pp | -0.04%-20.9pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,785 | $5,619-50.4% | $4,951-43.7% | $4,740-41.2% |
| Participant deferral / active EE | $9,387 | $6,446+45.6% | $5,637+66.5% | $6,400+46.7% |
| Admin fee / account holder | $331 | $18,088-98.2% | $14,673-97.7% | $11,426-97.1% |