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 | $75,633 | $168,632-55.1% | $147,614-48.8% | $125,391-39.7% |
| Participation rate | 70.0% | 88.8%-18.8pp | 84.6%-14.6pp | 83.2%-13.2pp |
| Annual return | -4.20% | 77.65%-81.8pp | 61.98%-66.2pp | 282.22%-286.4pp |
| Employer contribution / active EE | $13,401 | $6,252+114.3% | $5,564+140.8% | $4,866+175.4% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,895-100.0% | $5,352-100.0% |
| Admin fee / account holder | $2,125 | $13,580-84.4% | $11,611-81.7% | $9,540-77.7% |