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 | $41,417 | $180,449-77.0% | $154,107-73.1% | $135,375-69.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.41% | 888.09%-898.5pp | 735.12%-745.5pp | 519.73%-530.1pp |
| Employer contribution / active EE | $5,061 | $6,035-16.1% | $5,298-4.5% | $4,779+5.9% |
| Participant deferral / active EE | $6,200 | $5,806+6.8% | $5,081+22.0% | $5,609+10.5% |
| Admin fee / account holder | $842 | $16,143-94.8% | $13,411-93.7% | $10,827-92.2% |