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 | $32,847 | $76,000-56.8% | $154,107-78.7% | $64,186-48.8% |
| Participation rate | 97.6% | 70.4%+27.2pp | 83.0%+14.6pp | 69.6%+28.1pp |
| Annual return | -11.31% | 30.32%-41.6pp | 735.12%-746.4pp | 7.63%-18.9pp |
| Employer contribution / active EE | $5,091 | $3,351+51.9% | $5,298-3.9% | $2,381+113.8% |
| Participant deferral / active EE | $5,232 | $3,175+64.8% | $5,081+3.0% | $3,470+50.8% |
| Admin fee / account holder | $396 | $5,596-92.9% | $13,411-97.0% | $4,888-91.9% |