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 | $53,387 | $160,055-66.6% | $140,016-61.9% | $135,375-60.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -10.59% | 911.38%-922.0pp | 651.12%-661.7pp | 519.73%-530.3pp |
| Employer contribution / active EE | $5,974 | $6,420-6.9% | $5,606+6.6% | $4,779+25.0% |
| Participant deferral / active EE | $12,202 | $7,642+59.7% | $6,927+76.2% | $5,609+117.6% |
| Admin fee / account holder | $2,501 | $13,328-81.2% | $10,705-76.6% | $10,827-76.9% |