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 | $29,245 | $84,527-65.4% | $67,711-56.8% | $125,391-76.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 67.5%+32.5pp | 83.2%+16.8pp |
| Annual return | -4.01% | 2.57%-6.6pp | 25.41%-29.4pp | 282.22%-286.2pp |
| Employer contribution / active EE | $8,839 | $3,292+168.5% | $2,559+245.4% | $4,866+81.7% |
| Participant deferral / active EE | $3,492 | $4,429-21.2% | $3,585-2.6% | $5,352-34.8% |
| Admin fee / account holder | $347 | $5,340-93.5% | $4,255-91.8% | $9,540-96.4% |