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 | $37,828 | $135,635-72.1% | $110,238-65.7% | $135,375-72.1% |
| Participation rate | 92.9% | 83.5%+9.4pp | 79.8%+13.0pp | 82.6%+10.2pp |
| Annual return | -9.73% | 513.19%-522.9pp | 314.74%-324.5pp | 519.73%-529.5pp |
| Employer contribution / active EE | $3,685 | $4,906-24.9% | $3,826-3.7% | $4,779-22.9% |
| Participant deferral / active EE | $6,163 | $5,506+11.9% | $4,672+31.9% | $5,609+9.9% |
| Admin fee / account holder | $1,530 | $11,457-86.6% | $8,547-82.1% | $10,827-85.9% |