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 | $52,646 | $115,882-54.6% | $100,516-47.6% | $158,922-66.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | -3.27% | 34.79%-38.1pp | 30.89%-34.2pp | 302.83%-306.1pp |
| Employer contribution / active EE | $1,468 | $4,103-64.2% | $3,418-57.0% | $4,761-69.2% |
| Participant deferral / active EE | $2,003 | $6,674-70.0% | $6,270-68.1% | $5,982-66.5% |
| Admin fee / account holder | $153,514 | $10,995+1296.2% | $8,081+1799.7% | $11,246+1265.1% |