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 | $66,295 | $99,640-33.5% | $86,436-23.3% | $134,475-50.7% |
| Participation rate | 95.5% | 82.0%+13.4pp | 80.3%+15.1pp | 81.2%+14.2pp |
| Annual return | -22.94% | 6782.58%-6805.5pp | 4394.89%-4417.8pp | 417.96%-440.9pp |
| Employer contribution / active EE | $5,594 | $4,400+27.1% | $3,769+48.4% | $4,740+18.0% |
| Participant deferral / active EE | $11,150 | $7,246+53.9% | $6,952+60.4% | $6,400+74.2% |
| Admin fee / account holder | $2,069 | $8,371-75.3% | $6,731-69.3% | $11,426-81.9% |