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 | $51,465 | $92,703-44.5% | $82,719-37.8% | $134,475-61.7% |
| Participation rate | 93.8% | 75.2%+18.6pp | 72.6%+21.2pp | 81.2%+12.5pp |
| Annual return | -24.01% | 944.92%-968.9pp | 701.18%-725.2pp | 417.96%-442.0pp |
| Employer contribution / active EE | $4,698 | $3,274+43.5% | $3,009+56.1% | $4,740-0.9% |
| Participant deferral / active EE | $9,017 | $4,802+87.8% | $4,395+105.2% | $6,400+40.9% |
| Admin fee / account holder | $3,404 | $5,983-43.1% | $5,329-36.1% | $11,426-70.2% |