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 | $34,004 | $99,640-65.9% | $86,436-60.7% | $134,475-74.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -22.45% | 6782.58%-6805.0pp | 4394.89%-4417.3pp | 417.96%-440.4pp |
| Employer contribution / active EE | $2,163 | $4,400-50.8% | $3,769-42.6% | $4,740-54.4% |
| Participant deferral / active EE | $2,353 | $7,246-67.5% | $6,952-66.2% | $6,400-63.2% |
| Admin fee / account holder | $3,809 | $8,371-54.5% | $6,731-43.4% | $11,426-66.7% |