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 | $67,542 | $105,181-35.8% | $159,436-57.6% | $85,850-21.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -2.08% | 45.07%-47.2pp | 263.57%-265.7pp | 318.53%-320.6pp |
| Employer contribution / active EE | $7,760 | $3,318+133.9% | $4,829+60.7% | $2,565+202.5% |
| Participant deferral / active EE | $4,975 | $5,945-16.3% | $7,352-32.3% | $3,952+25.9% |
| Admin fee / account holder | $1,283 | $6,933-81.5% | $10,799-88.1% | $6,260-79.5% |