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 | $28,262 | $228,332-87.6% | $185,823-84.8% | $158,922-82.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | -7.58% | 40.80%-48.4pp | 35.95%-43.5pp | 302.83%-310.4pp |
| Employer contribution / active EE | $4,633 | $4,967-6.7% | $4,087+13.3% | $4,761-2.7% |
| Participant deferral / active EE | $2,474 | $6,415-61.4% | $5,632-56.1% | $5,982-58.6% |
| Admin fee / account holder | $4,294 | $11,864-63.8% | $9,500-54.8% | $11,246-61.8% |