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 | $94,497 | $114,381-17.4% | $107,525-12.1% | $142,382-33.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | -2.81% | 242.71%-245.5pp | 181.32%-184.1pp | 217.08%-219.9pp |
| Employer contribution / active EE | $10,772 | $4,015+168.3% | $3,754+187.0% | $4,299+150.6% |
| Participant deferral / active EE | $4,429 | $5,564-20.4% | $5,116-13.4% | $6,507-31.9% |
| Admin fee / account holder | $574 | $9,860-94.2% | $8,919-93.6% | $12,624-95.5% |