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 | $26,034 | $97,757-73.4% | $83,848-69.0% | $135,375-80.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 76.1%+12.7pp | 82.6%+6.2pp |
| Annual return | -9.93% | 1287.37%-1297.3pp | 850.88%-860.8pp | 519.73%-529.7pp |
| Employer contribution / active EE | $3,370 | $4,222-20.2% | $3,631-7.2% | $4,779-29.5% |
| Participant deferral / active EE | $6,552 | $4,682+39.9% | $4,082+60.5% | $5,609+16.8% |
| Admin fee / account holder | $555 | $6,674-91.7% | $5,478-89.9% | $10,827-94.9% |