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 | $16,078 | $100,773-84.0% | $88,946-81.9% | $142,382-88.7% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.8%+23.5pp | 80.1%+12.2pp |
| Annual return | -1.88% | 70.18%-72.1pp | 57.82%-59.7pp | 217.08%-219.0pp |
| Employer contribution / active EE | $1,985 | $2,918-32.0% | $2,555-22.3% | $4,299-53.8% |
| Participant deferral / active EE | $2,882 | $5,230-44.9% | $4,581-37.1% | $6,507-55.7% |
| Admin fee / account holder | $48,726 | $9,693+402.7% | $8,261+489.8% | $12,624+286.0% |