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 | $53,569 | $129,217-58.5% | $93,406-42.6% | $158,922-66.3% |
| Participation rate | 90.0% | 71.0%+19.0pp | 66.8%+23.2pp | 82.0%+8.0pp |
| Annual return | -2.02% | 118.21%-120.2pp | 78.05%-80.1pp | 302.83%-304.8pp |
| Employer contribution / active EE | $1,894 | $2,711-30.1% | $2,075-8.7% | $4,761-60.2% |
| Participant deferral / active EE | $3,704 | $3,909-5.2% | $3,126+18.5% | $5,982-38.1% |
| Admin fee / account holder | $64,571 | $7,383+774.6% | $5,230+1134.7% | $11,246+474.2% |