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 | $12,233 | $100,852-87.9% | $90,404-86.5% | $158,922-92.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -0.56% | 1724.20%-1724.8pp | 1293.02%-1293.6pp | 302.83%-303.4pp |
| Employer contribution / active EE | $1,470 | $3,689-60.1% | $3,262-54.9% | $4,761-69.1% |
| Participant deferral / active EE | $3,675 | $4,348-15.5% | $3,963-7.3% | $5,982-38.6% |
| Admin fee / account holder | $64,075 | $6,501+885.6% | $5,611+1042.0% | $11,246+469.8% |