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 | $68,909 | $209,411-67.1% | $178,490-61.4% | $158,922-56.6% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -22.34% | 188.75%-211.1pp | 151.07%-173.4pp | 302.83%-325.2pp |
| Employer contribution / active EE | $1,750 | $5,706-69.3% | $5,011-65.1% | $4,761-63.2% |
| Participant deferral / active EE | $5,052 | $5,954-15.2% | $5,202-2.9% | $5,982-15.5% |
| Admin fee / account holder | $16,373 | $17,074-4.1% | $13,984+17.1% | $11,246+45.6% |