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 | $92,900 | $121,625-23.6% | $104,607-11.2% | $158,922-41.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | -2.47% | 465.26%-467.7pp | 340.46%-342.9pp | 302.83%-305.3pp |
| Employer contribution / active EE | $637 | $3,163-79.9% | $2,681-76.3% | $4,761-86.6% |
| Participant deferral / active EE | $955 | $4,177-77.1% | $3,740-74.5% | $5,982-84.0% |
| Admin fee / account holder | $1,934 | $7,787-75.2% | $6,473-70.1% | $11,246-82.8% |