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 5-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 | $19,534 | $159,602-87.8% | $150,045-87.0% | $142,382-86.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | -8.85% | 70.24%-79.1pp | 62.55%-71.4pp | 217.08%-225.9pp |
| Employer contribution / active EE | $2,282 | $4,961-54.0% | $4,693-51.4% | $4,299-46.9% |
| Participant deferral / active EE | $8,101 | $8,310-2.5% | $7,997+1.3% | $6,507+24.5% |
| Admin fee / account holder | $4,682 | $14,846-68.5% | $13,435-65.2% | $12,624-62.9% |