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 9-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 | $42,748 | $90,600-52.8% | $79,464-46.2% | $135,375-68.4% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -13.94% | 977.43%-991.4pp | 718.14%-732.1pp | 519.73%-533.7pp |
| Employer contribution / active EE | $1,910 | $3,068-37.7% | $2,800-31.8% | $4,779-60.0% |
| Participant deferral / active EE | $5,841 | $4,050+44.2% | $3,704+57.7% | $5,609+4.1% |
| Admin fee / account holder | $2,808 | $5,907-52.5% | $5,113-45.1% | $10,827-74.1% |