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 | $23,668 | $118,919-80.1% | $88,538-73.3% | $152,861-84.5% |
| Participation rate | 100.0% | 73.4%+26.6pp | 68.7%+31.3pp | 82.4%+17.6pp |
| Annual return | -4.27% | 47.92%-52.2pp | 43.64%-47.9pp | 345.32%-349.6pp |
| Employer contribution / active EE | $3,413 | $2,669+27.9% | $2,098+62.7% | $4,762-28.3% |
| Participant deferral / active EE | $12,286 | $3,549+246.2% | $2,914+321.6% | $5,850+110.0% |
| Admin fee / account holder | $2,100 | $5,876-64.3% | $4,310-51.3% | $11,596-81.9% |