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 | $61,811 | $56,199+10.0% | $67,652-8.6% | $59,632+3.7% |
| Participation rate | 80.0% | 71.5%+8.5pp | 75.7%+4.3pp | 68.7%+11.3pp |
| Annual return | -3.67% | 18505.31%-18509.0pp | 6625.04%-6628.7pp | 2041.28%-2045.0pp |
| Employer contribution / active EE | $792 | $1,614-50.9% | $2,266-65.0% | $2,203-64.0% |
| Participant deferral / active EE | $3,170 | $2,844+11.5% | $3,560-11.0% | $3,192-0.7% |
| Admin fee / account holder | $1,146 | $3,958-71.1% | $4,821-76.2% | $4,297-73.3% |