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 | $94,570 | $158,817-40.5% | $121,196-22.0% | $135,375-30.1% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -12.33% | -0.64%-11.7pp | 16.93%-29.3pp | 519.73%-532.1pp |
| Employer contribution / active EE | $4,487 | $5,665-20.8% | $4,022+11.6% | $4,779-6.1% |
| Participant deferral / active EE | $8,000 | $4,005+99.8% | $3,344+139.2% | $5,609+42.6% |
| Admin fee / account holder | $7,625 | $6,512+17.1% | $5,019+51.9% | $10,827-29.6% |