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 | $51,624 | $115,770-55.4% | $101,248-49.0% | $158,922-67.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | -3.99% | 56.14%-60.1pp | 46.47%-50.5pp | 302.83%-306.8pp |
| Employer contribution / active EE | $5,840 | $4,175+39.9% | $3,660+59.6% | $4,761+22.7% |
| Participant deferral / active EE | $2,613 | $4,957-47.3% | $4,370-40.2% | $5,982-56.3% |
| Admin fee / account holder | $1,837 | $7,245-74.6% | $5,945-69.1% | $11,246-83.7% |