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 | $56,935 | $177,572-67.9% | $154,803-63.2% | $142,382-60.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -79.82% | 65.07%-144.9pp | 58.88%-138.7pp | 217.08%-296.9pp |
| Employer contribution / active EE | $9,939 | $4,810+106.6% | $4,305+130.9% | $4,299+131.2% |
| Participant deferral / active EE | $7,850 | $6,272+25.2% | $5,540+41.7% | $6,507+20.6% |
| Admin fee / account holder | $4,272 | $16,786-74.6% | $14,329-70.2% | $12,624-66.2% |