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 | $41,988 | $75,828-44.6% | $147,614-71.6% | $59,632-29.6% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -7.78% | 0.37%-8.1pp | 61.98%-69.8pp | 2041.28%-2049.1pp |
| Employer contribution / active EE | $1,229 | $3,485-64.7% | $5,564-77.9% | $2,203-44.2% |
| Participant deferral / active EE | $5,437 | $3,130+73.7% | $4,895+11.1% | $3,192+70.4% |
| Admin fee / account holder | $3,336 | $5,985-44.3% | $11,611-71.3% | $4,297-22.4% |