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 | $70,204 | $180,449-61.1% | $154,107-54.4% | $135,375-48.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -10.26% | 888.09%-898.3pp | 735.12%-745.4pp | 519.73%-530.0pp |
| Employer contribution / active EE | $3,928 | $6,035-34.9% | $5,298-25.9% | $4,779-17.8% |
| Participant deferral / active EE | $6,428 | $5,806+10.7% | $5,081+26.5% | $5,609+14.6% |
| Admin fee / account holder | $8,456 | $16,143-47.6% | $13,411-36.9% | $10,827-21.9% |