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 3-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 | $67,487 | $56,199+20.1% | $67,652-0.2% | $59,632+13.2% |
| Participation rate | 95.9% | 71.5%+24.4pp | 75.7%+20.2pp | 68.7%+27.2pp |
| Annual return | -6.01% | 18505.31%-18511.3pp | 6625.04%-6631.1pp | 2041.28%-2047.3pp |
| Employer contribution / active EE | $4,953 | $1,614+206.8% | $2,266+118.6% | $2,203+124.9% |
| Participant deferral / active EE | $0 | $2,844-100.0% | $3,560-100.0% | $3,192-100.0% |
| Admin fee / account holder | $12,108 | $3,958+205.9% | $4,821+151.2% | $4,297+181.8% |