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 | $52,881 | $90,600-41.6% | $79,464-33.5% | $135,375-60.9% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -10.87% | 977.43%-988.3pp | 718.14%-729.0pp | 519.73%-530.6pp |
| Employer contribution / active EE | $5,079 | $3,068+65.6% | $2,800+81.4% | $4,779+6.3% |
| Participant deferral / active EE | $12,081 | $4,050+198.3% | $3,704+226.2% | $5,609+115.4% |
| Admin fee / account holder | $8,750 | $5,907+48.1% | $5,113+71.1% | $10,827-19.2% |