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 | $25,892 | $84,695-69.4% | $73,843-64.9% | $125,391-79.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.99% | 3123.53%-3127.5pp | 2267.84%-2271.8pp | 282.22%-286.2pp |
| Employer contribution / active EE | $3,579 | $3,123+14.6% | $2,787+28.4% | $4,866-26.5% |
| Participant deferral / active EE | $2,566 | $3,992-35.7% | $3,583-28.4% | $5,352-52.1% |
| Admin fee / account holder | $2,732 | $5,691-52.0% | $4,880-44.0% | $9,540-71.4% |