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 7-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 | $34,310 | $209,411-83.6% | $178,490-80.8% | $158,922-78.4% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.03% | 188.75%-189.8pp | 151.07%-152.1pp | 302.83%-303.9pp |
| Employer contribution / active EE | $2,441 | $5,706-57.2% | $5,011-51.3% | $4,761-48.7% |
| Participant deferral / active EE | $9,674 | $5,954+62.5% | $5,202+86.0% | $5,982+61.7% |
| Admin fee / account holder | $585 | $17,074-96.6% | $13,984-95.8% | $11,246-94.8% |