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 | $50,931 | $159,901-68.1% | $146,958-65.3% | $145,922-65.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 3.30% | 98.13%-94.8pp | 418.34%-415.0pp | 561.29%-558.0pp |
| Employer contribution / active EE | $3,984 | $5,286-24.6% | $4,933-19.2% | $4,660-14.5% |
| Participant deferral / active EE | $5,065 | $8,428-39.9% | $8,070-37.2% | $6,688-24.3% |
| Admin fee / account holder | $378 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |