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 | $31,933 | $81,208-60.7% | $98,907-67.7% | $79,858-60.0% |
| Participation rate | 89.2% | 72.5%+16.7pp | 76.0%+13.2pp | 69.6%+19.6pp |
| Annual return | -4.86% | 60.99%-65.9pp | 196.43%-201.3pp | 31.71%-36.6pp |
| Employer contribution / active EE | $4,244 | $1,960+116.6% | $2,689+57.8% | $2,471+71.8% |
| Participant deferral / active EE | $0 | $3,265-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1,150 | $6,013-80.9% | $6,642-82.7% | $5,306-78.3% |