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 | $71,882 | $92,703-22.5% | $82,719-13.1% | $134,475-46.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -21.42% | 944.92%-966.3pp | 701.18%-722.6pp | 417.96%-439.4pp |
| Employer contribution / active EE | $1,862 | $3,274-43.1% | $3,009-38.1% | $4,740-60.7% |
| Participant deferral / active EE | $2,428 | $4,802-49.4% | $4,395-44.8% | $6,400-62.1% |
| Admin fee / account holder | $8,813 | $5,983+47.3% | $5,329+65.4% | $11,426-22.9% |