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 | $69,717 | $180,449-61.4% | $154,107-54.8% | $135,375-48.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -14.66% | 888.09%-902.7pp | 735.12%-749.8pp | 519.73%-534.4pp |
| Employer contribution / active EE | $9,610 | $6,035+59.2% | $5,298+81.4% | $4,779+101.1% |
| Participant deferral / active EE | $3,664 | $5,806-36.9% | $5,081-27.9% | $5,609-34.7% |
| Admin fee / account holder | $4,044 | $16,143-74.9% | $13,411-69.8% | $10,827-62.6% |