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 | $25,173 | $121,625-79.3% | $104,607-75.9% | $158,922-84.2% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -12.79% | 465.26%-478.1pp | 340.46%-353.3pp | 302.83%-315.6pp |
| Employer contribution / active EE | $2,134 | $3,163-32.5% | $2,681-20.4% | $4,761-55.2% |
| Participant deferral / active EE | $2,506 | $4,177-40.0% | $3,740-33.0% | $5,982-58.1% |
| Admin fee / account holder | $34,881 | $7,787+348.0% | $6,473+438.9% | $11,246+210.2% |