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 | $66,192 | $81,208-18.5% | $98,907-33.1% | $79,858-17.1% |
| Participation rate | 98.3% | 72.5%+25.8pp | 76.0%+22.3pp | 69.6%+28.7pp |
| Annual return | -1.10% | 60.99%-62.1pp | 196.43%-197.5pp | 31.71%-32.8pp |
| Employer contribution / active EE | $6,780 | $1,960+246.0% | $2,689+152.1% | $2,471+174.4% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,700 | $6,013-71.7% | $6,642-74.4% | $5,306-68.0% |