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 | $26,392 | $95,971-72.5% | $74,550-64.6% | $135,375-80.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.79% | 56.96%-66.8pp | 32.53%-42.3pp | 519.73%-529.5pp |
| Employer contribution / active EE | $2,454 | $2,716-9.7% | $1,961+25.1% | $4,779-48.7% |
| Participant deferral / active EE | $6,068 | $3,843+57.9% | $3,108+95.2% | $5,609+8.2% |
| Admin fee / account holder | $9,173 | $6,522+40.7% | $5,060+81.3% | $10,827-15.3% |