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 | $41,920 | $112,096-62.6% | $95,952-56.3% | $158,922-73.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | -1.62% | 171.09%-172.7pp | 91.61%-93.2pp | 302.83%-304.4pp |
| Employer contribution / active EE | $1,573 | $3,198-50.8% | $2,541-38.1% | $4,761-67.0% |
| Participant deferral / active EE | $3,844 | $4,784-19.6% | $4,167-7.7% | $5,982-35.7% |
| Admin fee / account holder | $504 | $10,130-95.0% | $6,795-92.6% | $11,246-95.5% |