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 | $38,556 | $100,852-61.8% | $90,404-57.4% | $158,922-75.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | -3.97% | 1724.20%-1728.2pp | 1293.02%-1297.0pp | 302.83%-306.8pp |
| Employer contribution / active EE | $2,691 | $3,689-27.1% | $3,262-17.5% | $4,761-43.5% |
| Participant deferral / active EE | $1,186 | $4,348-72.7% | $3,963-70.1% | $5,982-80.2% |
| Admin fee / account holder | $3,513 | $6,501-46.0% | $5,611-37.4% | $11,246-68.8% |