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 | $47,605 | $202,318-76.5% | $172,739-72.4% | $152,861-68.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | -4.02% | 1029.65%-1033.7pp | 802.84%-806.9pp | 345.32%-349.3pp |
| Employer contribution / active EE | $1,994 | $5,856-65.9% | $5,143-61.2% | $4,762-58.1% |
| Participant deferral / active EE | $6,268 | $5,948+5.4% | $5,198+20.6% | $5,850+7.1% |
| Admin fee / account holder | $496 | $17,109-97.1% | $13,954-96.4% | $11,596-95.7% |