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 | $50,824 | $160,055-68.2% | $140,016-63.7% | $135,375-62.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -11.77% | 911.38%-923.2pp | 651.12%-662.9pp | 519.73%-531.5pp |
| Employer contribution / active EE | $6,336 | $6,420-1.3% | $5,606+13.0% | $4,779+32.6% |
| Participant deferral / active EE | $9,327 | $7,642+22.1% | $6,927+34.6% | $5,609+66.3% |
| Admin fee / account holder | $3,250 | $13,328-75.6% | $10,705-69.6% | $10,827-70.0% |