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 | $38,855 | $96,635-59.8% | $86,612-55.1% | $139,434-72.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -6.19% | 106.41%-112.6pp | 591.07%-597.3pp | 372.94%-379.1pp |
| Employer contribution / active EE | $2,973 | $3,263-8.9% | $3,022-1.6% | $4,751-37.4% |
| Participant deferral / active EE | $2,826 | $4,836-41.6% | $4,438-36.3% | $6,710-57.9% |
| Admin fee / account holder | $14,789 | $6,408+130.8% | $5,614+163.4% | $11,403+29.7% |