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 | $45,020 | $197,591-77.2% | $177,821-74.7% | $158,922-71.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | -0.72% | 58.76%-59.5pp | 48.32%-49.0pp | 302.83%-303.5pp |
| Employer contribution / active EE | $2,018 | $6,697-69.9% | $5,918-65.9% | $4,761-57.6% |
| Participant deferral / active EE | $10,148 | $8,405+20.7% | $7,714+31.6% | $5,982+69.6% |
| Admin fee / account holder | $4,562 | $15,399-70.4% | $12,427-63.3% | $11,246-59.4% |