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 8-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 | $43,393 | $167,307-74.1% | $143,757-69.8% | $134,475-67.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -20.50% | 0.46%-21.0pp | -0.04%-20.5pp | 417.96%-438.5pp |
| Employer contribution / active EE | $6,441 | $5,619+14.6% | $4,951+30.1% | $4,740+35.9% |
| Participant deferral / active EE | $4,238 | $6,446-34.3% | $5,637-24.8% | $6,400-33.8% |
| Admin fee / account holder | $3,614 | $18,088-80.0% | $14,673-75.4% | $11,426-68.4% |