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 | $56,801 | $99,640-43.0% | $86,436-34.3% | $134,475-57.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.95% | 6782.58%-6803.5pp | 4394.89%-4415.8pp | 417.96%-438.9pp |
| Employer contribution / active EE | $2,726 | $4,400-38.1% | $3,769-27.7% | $4,740-42.5% |
| Participant deferral / active EE | $8,804 | $7,246+21.5% | $6,952+26.7% | $6,400+37.6% |
| Admin fee / account holder | $10,014 | $8,371+19.6% | $6,731+48.8% | $11,426-12.4% |