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 | $20,762 | $138,044-85.0% | $125,339-83.4% | $134,475-84.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.42% | 750.33%-774.7pp | 572.05%-596.5pp | 417.96%-442.4pp |
| Employer contribution / active EE | $1,081 | $5,243-79.4% | $4,814-77.5% | $4,740-77.2% |
| Participant deferral / active EE | $4,128 | $7,799-47.1% | $7,446-44.6% | $6,400-35.5% |
| Admin fee / account holder | $2,778 | $11,571-76.0% | $10,010-72.2% | $11,426-75.7% |