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 | $151,504 | $167,307-9.4% | $143,757+5.4% | $134,475+12.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -21.43% | 0.46%-21.9pp | -0.04%-21.4pp | 417.96%-439.4pp |
| Employer contribution / active EE | $10,387 | $5,619+84.8% | $4,951+109.8% | $4,740+119.1% |
| Participant deferral / active EE | $8,037 | $6,446+24.7% | $5,637+42.6% | $6,400+25.6% |
| Admin fee / account holder | $5,322 | $18,088-70.6% | $14,673-63.7% | $11,426-53.4% |