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 | $53,194 | $96,635-45.0% | $86,612-38.6% | $139,434-61.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -10.25% | 106.41%-116.7pp | 591.07%-601.3pp | 372.94%-383.2pp |
| Employer contribution / active EE | $1,931 | $3,263-40.8% | $3,022-36.1% | $4,751-59.3% |
| Participant deferral / active EE | $2,902 | $4,836-40.0% | $4,438-34.6% | $6,710-56.8% |
| Admin fee / account holder | $2,128 | $6,408-66.8% | $5,614-62.1% | $11,403-81.3% |