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 | $33,485 | $75,828-55.8% | $147,614-77.3% | $59,632-43.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -4.75% | 0.37%-5.1pp | 61.98%-66.7pp | 2041.28%-2046.0pp |
| Employer contribution / active EE | $2,486 | $3,485-28.7% | $5,564-55.3% | $2,203+12.8% |
| Participant deferral / active EE | $4,030 | $3,130+28.7% | $4,895-17.7% | $3,192+26.3% |
| Admin fee / account holder | $2,361 | $5,985-60.6% | $11,611-79.7% | $4,297-45.1% |