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 | $71,514 | $97,757-26.8% | $83,848-14.7% | $135,375-47.2% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -9.67% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,179 | $4,222-48.4% | $3,631-40.0% | $4,779-54.4% |
| Participant deferral / active EE | $4,932 | $4,682+5.3% | $4,082+20.8% | $5,609-12.1% |
| Admin fee / account holder | $1,142 | $6,674-82.9% | $5,478-79.2% | $10,827-89.5% |