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 | $56,731 | $102,966-44.9% | $90,281-37.2% | $152,861-62.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | -0.46% | 95.16%-95.6pp | 78.10%-78.6pp | 345.32%-345.8pp |
| Employer contribution / active EE | $3,642 | $3,139+16.0% | $2,854+27.6% | $4,762-23.5% |
| Participant deferral / active EE | $3,850 | $4,281-10.1% | $3,885-0.9% | $5,850-34.2% |
| Admin fee / account holder | $6,765 | $6,171+9.6% | $5,351+26.4% | $11,596-41.7% |