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 | $12,679 | $158,398-92.0% | $126,539-90.0% | $142,382-91.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -1.53% | 593.76%-595.3pp | 425.95%-427.5pp | 217.08%-218.6pp |
| Employer contribution / active EE | $1,091 | $4,650-76.5% | $3,674-70.3% | $4,299-74.6% |
| Participant deferral / active EE | $2,403 | $4,767-49.6% | $4,083-41.1% | $6,507-63.1% |
| Admin fee / account holder | $22,687 | $6,918+227.9% | $6,065+274.1% | $12,624+79.7% |