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 4-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 | $32,664 | $100,773-67.6% | $88,946-63.3% | $142,382-77.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -11.02% | 70.18%-81.2pp | 57.82%-68.8pp | 217.08%-228.1pp |
| Employer contribution / active EE | $750 | $2,918-74.3% | $2,555-70.6% | $4,299-82.6% |
| Participant deferral / active EE | $1,350 | $5,230-74.2% | $4,581-70.5% | $6,507-79.3% |
| Admin fee / account holder | $10,718 | $9,693+10.6% | $8,261+29.7% | $12,624-15.1% |