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 | $46,636 | $160,055-70.9% | $140,016-66.7% | $135,375-65.6% |
| Participation rate | 88.9% | 88.5%+0.4pp | 87.5%+1.4pp | 82.6%+6.2pp |
| Annual return | -10.80% | 911.38%-922.2pp | 651.12%-661.9pp | 519.73%-530.5pp |
| Employer contribution / active EE | $4,401 | $6,420-31.5% | $5,606-21.5% | $4,779-7.9% |
| Participant deferral / active EE | $9,134 | $7,642+19.5% | $6,927+31.9% | $5,609+62.9% |
| Admin fee / account holder | $305 | $13,328-97.7% | $10,705-97.1% | $10,827-97.2% |