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 | $35,784 | $138,065-74.1% | $123,544-71.0% | $135,375-73.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.59% | 153.68%-163.3pp | 119.20%-128.8pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,472 | $5,151-52.0% | $4,628-46.6% | $4,779-48.3% |
| Participant deferral / active EE | $4,830 | $6,799-29.0% | $6,426-24.8% | $5,609-13.9% |
| Admin fee / account holder | $1,545 | $10,916-85.8% | $9,284-83.4% | $10,827-85.7% |