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 | $39,268 | $56,199-30.1% | $67,652-42.0% | $59,632-34.2% |
| Participation rate | 70.3% | 71.5%-1.2pp | 75.7%-5.4pp | 68.7%+1.6pp |
| Annual return | -2.53% | 18505.31%-18507.8pp | 6625.04%-6627.6pp | 2041.28%-2043.8pp |
| Employer contribution / active EE | $350 | $1,614-78.3% | $2,266-84.6% | $2,203-84.1% |
| Participant deferral / active EE | $1,715 | $2,844-39.7% | $3,560-51.8% | $3,192-46.3% |
| Admin fee / account holder | $5,171 | $3,958+30.6% | $4,821+7.3% | $4,297+20.3% |