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 | $85,024 | $92,703-8.3% | $82,719+2.8% | $134,475-36.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -25.69% | 944.92%-970.6pp | 701.18%-726.9pp | 417.96%-443.6pp |
| Employer contribution / active EE | $4,344 | $3,274+32.7% | $3,009+44.4% | $4,740-8.4% |
| Participant deferral / active EE | $4,339 | $4,802-9.6% | $4,395-1.3% | $6,400-32.2% |
| Admin fee / account holder | $2,468 | $5,983-58.7% | $5,329-53.7% | $11,426-78.4% |