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 | $34,363 | $99,079-65.3% | $77,999-55.9% | $273,961-87.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | -6.61% | 217.93%-224.5pp | 425.96%-432.6pp | 41.45%-48.1pp |
| Employer contribution / active EE | $3,943 | $3,308+19.2% | $2,470+59.6% | $4,869-19.0% |
| Participant deferral / active EE | $4,930 | $4,306+14.5% | $3,497+41.0% | $5,287-6.8% |
| Admin fee / account holder | $765 | $8,954-91.5% | $5,480-86.0% | $10,132-92.5% |