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 8-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 | $49,661 | $105,181-52.8% | $159,436-68.9% | $85,850-42.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | -15.59% | 45.07%-60.7pp | 263.57%-279.2pp | 318.53%-334.1pp |
| Employer contribution / active EE | $1,016 | $3,318-69.4% | $4,829-79.0% | $2,565-60.4% |
| Participant deferral / active EE | $0 | $5,945-100.0% | $7,352-100.0% | $3,952-100.0% |
| Admin fee / account holder | $394 | $6,933-94.3% | $10,799-96.4% | $6,260-93.7% |