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 | $24,802 | $159,901-84.5% | $146,958-83.1% | $145,922-83.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 0.13% | 98.13%-98.0pp | 418.34%-418.2pp | 561.29%-561.2pp |
| Employer contribution / active EE | $2,508 | $5,286-52.5% | $4,933-49.1% | $4,660-46.2% |
| Participant deferral / active EE | $6,867 | $8,428-18.5% | $8,070-14.9% | $6,688+2.7% |
| Admin fee / account holder | $2,073 | $15,044-86.2% | $12,998-84.1% | $13,397-84.5% |