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 5-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 | $41,353 | $108,919-62.0% | $100,391-58.8% | $145,922-71.7% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 7.88% | 57.88%-50.0pp | 49.20%-41.3pp | 561.29%-553.4pp |
| Employer contribution / active EE | $2,744 | $4,419-37.9% | $3,942-30.4% | $4,660-41.1% |
| Participant deferral / active EE | $8,345 | $8,445-1.2% | $8,082+3.3% | $6,688+24.8% |
| Admin fee / account holder | $69,397 | $9,689+616.3% | $7,899+778.5% | $13,397+418.0% |