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 | $52,077 | $160,055-67.5% | $140,016-62.8% | $135,375-61.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -9.67% | 911.38%-921.1pp | 651.12%-660.8pp | 519.73%-529.4pp |
| Employer contribution / active EE | $2,356 | $6,420-63.3% | $5,606-58.0% | $4,779-50.7% |
| Participant deferral / active EE | $13,000 | $7,642+70.1% | $6,927+87.7% | $5,609+131.8% |
| Admin fee / account holder | $617 | $13,328-95.4% | $10,705-94.2% | $10,827-94.3% |