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 | $39,837 | $92,703-57.0% | $82,719-51.8% | $134,475-70.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -24.91% | 944.92%-969.8pp | 701.18%-726.1pp | 417.96%-442.9pp |
| Employer contribution / active EE | $1,578 | $3,274-51.8% | $3,009-47.6% | $4,740-66.7% |
| Participant deferral / active EE | $5,144 | $4,802+7.1% | $4,395+17.0% | $6,400-19.6% |
| Admin fee / account holder | $390 | $5,983-93.5% | $5,329-92.7% | $11,426-96.6% |