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 | $45,062 | $99,640-54.8% | $86,436-47.9% | $134,475-66.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.39% | 6782.58%-6805.0pp | 4394.89%-4417.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $3,008 | $4,400-31.7% | $3,769-20.2% | $4,740-36.5% |
| Participant deferral / active EE | $9,219 | $7,246+27.2% | $6,952+32.6% | $6,400+44.1% |
| Admin fee / account holder | $682 | $8,371-91.8% | $6,731-89.9% | $11,426-94.0% |