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 9-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 | $30,680 | $64,324-52.3% | $118,925-74.2% | $79,858-61.6% |
| Participation rate | 88.6% | 64.9%+23.8pp | 75.4%+13.2pp | 69.6%+19.0pp |
| Annual return | -6.73% | 86.45%-93.2pp | 35.88%-42.6pp | 31.71%-38.4pp |
| Employer contribution / active EE | $4,635 | $1,836+152.4% | $3,263+42.1% | $2,471+87.6% |
| Participant deferral / active EE | $0 | $2,824-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,154 | $4,040-46.7% | $6,581-67.3% | $5,306-59.4% |