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 | $70,857 | $59,107+19.9% | $86,436-18.0% | $68,494+3.4% |
| Participation rate | 85.9% | 75.2%+10.7pp | 80.3%+5.6pp | 67.9%+18.0pp |
| Annual return | -19.25% | -0.23%-19.0pp | 4394.89%-4414.1pp | -7.84%-11.4pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,418 | $5,901+42.7% | $6,952+21.1% | $4,027+109.0% |
| Admin fee / account holder | $3,913 | $5,637-30.6% | $6,731-41.9% | $5,403-27.6% |