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 | $53,558 | $135,635-60.5% | $110,238-51.4% | $135,375-60.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -11.60% | 513.19%-524.8pp | 314.74%-326.3pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,124 | $4,906-56.7% | $3,826-44.5% | $4,779-55.5% |
| Participant deferral / active EE | $4,758 | $5,506-13.6% | $4,672+1.9% | $5,609-15.2% |
| Admin fee / account holder | $2,229 | $11,457-80.5% | $8,547-73.9% | $10,827-79.4% |