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 | $72,489 | $76,000-4.6% | $154,107-53.0% | $64,186+12.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -8.38% | 30.32%-38.7pp | 735.12%-743.5pp | 7.63%-16.0pp |
| Employer contribution / active EE | $9,011 | $3,351+168.9% | $5,298+70.1% | $2,381+278.5% |
| Participant deferral / active EE | $4,793 | $3,175+51.0% | $5,081-5.7% | $3,470+38.1% |
| Admin fee / account holder | $1,455 | $5,596-74.0% | $13,411-89.2% | $4,888-70.2% |