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 | $44,692 | $168,632-73.5% | $147,614-69.7% | $125,391-64.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -6.14% | 77.65%-83.8pp | 61.98%-68.1pp | 282.22%-288.4pp |
| Employer contribution / active EE | $4,091 | $6,252-34.6% | $5,564-26.5% | $4,866-15.9% |
| Participant deferral / active EE | $6,378 | $5,507+15.8% | $4,895+30.3% | $5,352+19.2% |
| Admin fee / account holder | $326 | $13,580-97.6% | $11,611-97.2% | $9,540-96.6% |