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 | $13,133 | $74,888-82.5% | $71,209-81.6% | $142,382-90.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | -3.90% | 345.14%-349.0pp | 282.51%-286.4pp | 217.08%-221.0pp |
| Employer contribution / active EE | $3,757 | $2,854+31.6% | $2,721+38.1% | $4,299-12.6% |
| Participant deferral / active EE | $9,854 | $4,454+121.2% | $4,175+136.0% | $6,507+51.4% |
| Admin fee / account holder | $47,034 | $5,568+744.7% | $5,349+779.3% | $12,624+272.6% |