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 | $99,961 | $138,044-27.6% | $125,339-20.2% | $134,475-25.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -25.77% | 750.33%-776.1pp | 572.05%-597.8pp | 417.96%-443.7pp |
| Employer contribution / active EE | $4,475 | $5,243-14.7% | $4,814-7.0% | $4,740-5.6% |
| Participant deferral / active EE | $10,694 | $7,799+37.1% | $7,446+43.6% | $6,400+67.1% |
| Admin fee / account holder | $3,277 | $11,571-71.7% | $10,010-67.3% | $11,426-71.3% |