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 | $34,177 | $160,055-78.6% | $140,016-75.6% | $135,375-74.8% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -13.85% | 911.38%-925.2pp | 651.12%-665.0pp | 519.73%-533.6pp |
| Employer contribution / active EE | $5,724 | $6,420-10.8% | $5,606+2.1% | $4,779+19.8% |
| Participant deferral / active EE | $9,215 | $7,642+20.6% | $6,927+33.0% | $5,609+64.3% |
| Admin fee / account holder | $1,324 | $13,328-90.1% | $10,705-87.6% | $10,827-87.8% |