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 | $37,126 | $168,632-78.0% | $147,614-74.8% | $125,391-70.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -13.06% | 77.65%-90.7pp | 61.98%-75.0pp | 282.22%-295.3pp |
| Employer contribution / active EE | $1,397 | $6,252-77.7% | $5,564-74.9% | $4,866-71.3% |
| Participant deferral / active EE | $3,072 | $5,507-44.2% | $4,895-37.2% | $5,352-42.6% |
| Admin fee / account holder | $6,659 | $13,580-51.0% | $11,611-42.6% | $9,540-30.2% |