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 | $63,796 | $95,971-33.5% | $74,550-14.4% | $135,375-52.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -9.43% | 56.96%-66.4pp | 32.53%-42.0pp | 519.73%-529.2pp |
| Employer contribution / active EE | $2,351 | $2,716-13.4% | $1,961+19.9% | $4,779-50.8% |
| Participant deferral / active EE | $7,724 | $3,843+101.0% | $3,108+148.5% | $5,609+37.7% |
| Admin fee / account holder | $1,433 | $6,522-78.0% | $5,060-71.7% | $10,827-86.8% |