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 | $38,411 | $65,409-41.3% | $98,442-61.0% | $85,850-55.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | -5.39% | 21.76%-27.2pp | 1492.73%-1498.1pp | 318.53%-323.9pp |
| Employer contribution / active EE | $1,243 | $2,168-42.7% | $2,960-58.0% | $2,565-51.5% |
| Participant deferral / active EE | $1,583 | $3,166-50.0% | $4,276-63.0% | $3,952-59.9% |
| Admin fee / account holder | $4,929 | $4,593+7.3% | $5,949-17.1% | $6,260-21.3% |