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 | $54,537 | $106,543-48.8% | $91,220-40.2% | $134,475-59.4% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -21.93% | 160.60%-182.5pp | 114.01%-135.9pp | 417.96%-439.9pp |
| Employer contribution / active EE | $1,425 | $3,331-57.2% | $2,850-50.0% | $4,740-69.9% |
| Participant deferral / active EE | $13,000 | $4,719+175.5% | $4,234+207.1% | $6,400+103.1% |
| Admin fee / account holder | $970 | $6,231-84.4% | $5,420-82.1% | $11,426-91.5% |