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 | $57,620 | $96,635-40.4% | $86,612-33.5% | $139,434-58.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | -5.17% | 106.41%-111.6pp | 591.07%-596.2pp | 372.94%-378.1pp |
| Employer contribution / active EE | $3,890 | $3,263+19.2% | $3,022+28.7% | $4,751-18.1% |
| Participant deferral / active EE | $3,764 | $4,836-22.2% | $4,438-15.2% | $6,710-43.9% |
| Admin fee / account holder | $7,211 | $6,408+12.5% | $5,614+28.4% | $11,403-36.8% |