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 10-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 | $37,311 | $165,335-77.4% | $149,696-75.1% | $158,922-76.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -1.76% | 348.15%-349.9pp | 276.60%-278.4pp | 302.83%-304.6pp |
| Employer contribution / active EE | $1,391 | $5,103-72.7% | $4,644-70.0% | $4,761-70.8% |
| Participant deferral / active EE | $4,288 | $7,181-40.3% | $6,842-37.3% | $5,982-28.3% |
| Admin fee / account holder | $16,706 | $10,807+54.6% | $9,309+79.5% | $11,246+48.6% |