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 | $31,453 | $135,635-76.8% | $110,238-71.5% | $135,375-76.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -14.18% | 513.19%-527.4pp | 314.74%-328.9pp | 519.73%-533.9pp |
| Employer contribution / active EE | $1,421 | $4,906-71.0% | $3,826-62.9% | $4,779-70.3% |
| Participant deferral / active EE | $3,245 | $5,506-41.1% | $4,672-30.5% | $5,609-42.2% |
| Admin fee / account holder | $2,465 | $11,457-78.5% | $8,547-71.2% | $10,827-77.2% |