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 10-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 | $24,367 | $57,281-57.5% | $86,612-71.9% | $75,163-67.6% |
| Participation rate | 93.8% | 63.2%+30.6pp | 71.7%+22.1pp | 67.2%+26.6pp |
| Annual return | -1.44% | 2670.75%-2672.2pp | 591.07%-592.5pp | 160.62%-162.1pp |
| Employer contribution / active EE | $8,100 | $2,314+250.0% | $3,022+168.0% | $2,670+203.4% |
| Participant deferral / active EE | $0 | $3,318-100.0% | $4,438-100.0% | $4,125-100.0% |
| Admin fee / account holder | $10,361 | $4,112+152.0% | $5,614+84.5% | $5,651+83.3% |