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 | $33,640 | $150,440-77.6% | $136,294-75.3% | $147,584-77.2% |
| Participation rate | 77.8% | 84.4%-6.6pp | 81.9%-4.1pp | 82.8%-5.1pp |
| Annual return | -3.95% | 1049.08%-1053.0pp | 5155.94%-5159.9pp | 578.55%-582.5pp |
| Employer contribution / active EE | $2,135 | $5,256-59.4% | $4,695-54.5% | $4,876-56.2% |
| Participant deferral / active EE | $4,043 | $6,630-39.0% | $6,247-35.3% | $5,439-25.7% |
| Admin fee / account holder | $3,738 | $10,905-65.7% | $9,243-59.6% | $10,885-65.7% |