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 | $35,239 | $84,402-58.2% | $61,373-42.6% | $134,475-73.8% |
| Participation rate | 83.3% | 62.2%+21.1pp | 52.6%+30.8pp | 81.2%+2.1pp |
| Annual return | -28.06% | 584.55%-612.6pp | 338.61%-366.7pp | 417.96%-446.0pp |
| Employer contribution / active EE | $1,239 | $1,544-19.8% | $1,159+6.8% | $4,740-73.9% |
| Participant deferral / active EE | $9,708 | $2,819+244.4% | $2,125+356.9% | $6,400+51.7% |
| Admin fee / account holder | $1,173 | $2,585-54.6% | $2,130-44.9% | $11,426-89.7% |