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 | $46,542 | $75,828-38.6% | $147,614-68.5% | $59,632-22.0% |
| Participation rate | 82.6% | 71.6%+11.0pp | 84.6%-2.0pp | 68.7%+13.9pp |
| Annual return | -2.95% | 0.37%-3.3pp | 61.98%-64.9pp | 2041.28%-2044.2pp |
| Employer contribution / active EE | $2,419 | $3,485-30.6% | $5,564-56.5% | $2,203+9.8% |
| Participant deferral / active EE | $5,334 | $3,130+70.4% | $4,895+9.0% | $3,192+67.1% |
| Admin fee / account holder | $4,508 | $5,985-24.7% | $11,611-61.2% | $4,297+4.9% |