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 | $58,145 | $92,703-37.3% | $82,719-29.7% | $134,475-56.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -21.03% | 944.92%-966.0pp | 701.18%-722.2pp | 417.96%-439.0pp |
| Employer contribution / active EE | $441 | $3,274-86.5% | $3,009-85.3% | $4,740-90.7% |
| Participant deferral / active EE | $1,963 | $4,802-59.1% | $4,395-55.3% | $6,400-69.3% |
| Admin fee / account holder | $416 | $5,983-93.0% | $5,329-92.2% | $11,426-96.4% |