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 | $58,067 | $148,534-60.9% | $135,903-57.3% | $139,434-58.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -18.28% | 79.19%-97.5pp | 68.23%-86.5pp | 372.94%-391.2pp |
| Employer contribution / active EE | $12,640 | $5,243+141.1% | $4,856+160.3% | $4,751+166.1% |
| Participant deferral / active EE | $6,926 | $8,100-14.5% | $7,758-10.7% | $6,710+3.2% |
| Admin fee / account holder | $2,239 | $12,400-81.9% | $10,762-79.2% | $11,403-80.4% |