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 | $48,993 | $100,773-51.4% | $88,946-44.9% | $142,382-65.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | -1.96% | 70.18%-72.1pp | 57.82%-59.8pp | 217.08%-219.0pp |
| Employer contribution / active EE | $2,583 | $2,918-11.5% | $2,555+1.1% | $4,299-39.9% |
| Participant deferral / active EE | $6,339 | $5,230+21.2% | $4,581+38.4% | $6,507-2.6% |
| Admin fee / account holder | $61,458 | $9,693+534.0% | $8,261+644.0% | $12,624+386.8% |