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 | $23,939 | $91,190-73.7% | $178,490-86.6% | $79,858-70.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | -2.47% | 24.19%-26.7pp | 151.07%-153.5pp | 31.71%-34.2pp |
| Employer contribution / active EE | $1,474 | $3,256-54.7% | $5,011-70.6% | $2,471-40.4% |
| Participant deferral / active EE | $2,442 | $3,236-24.5% | $5,202-53.0% | $3,740-34.7% |
| Admin fee / account holder | $3,891 | $6,751-42.4% | $13,984-72.2% | $5,306-26.7% |