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 | $58,530 | $180,449-67.6% | $154,107-62.0% | $135,375-56.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.55% | 888.09%-899.6pp | 735.12%-746.7pp | 519.73%-531.3pp |
| Employer contribution / active EE | $2,438 | $6,035-59.6% | $5,298-54.0% | $4,779-49.0% |
| Participant deferral / active EE | $5,059 | $5,806-12.9% | $5,081-0.4% | $5,609-9.8% |
| Admin fee / account holder | $919 | $16,143-94.3% | $13,411-93.1% | $10,827-91.5% |