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 | $46,136 | $160,055-71.2% | $140,016-67.0% | $135,375-65.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -12.81% | 911.38%-924.2pp | 651.12%-663.9pp | 519.73%-532.5pp |
| Employer contribution / active EE | $6,766 | $6,420+5.4% | $5,606+20.7% | $4,779+41.6% |
| Participant deferral / active EE | $11,533 | $7,642+50.9% | $6,927+66.5% | $5,609+105.6% |
| Admin fee / account holder | $445 | $13,328-96.7% | $10,705-95.8% | $10,827-95.9% |