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 | $45,525 | $54,350-16.2% | $82,719-45.0% | $68,494-33.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -21.64% | -13.67%-8.0pp | 701.18%-722.8pp | -7.84%-13.8pp |
| Employer contribution / active EE | $10,742 | $2,218+384.3% | $3,009+257.0% | $2,596+313.7% |
| Participant deferral / active EE | $10,691 | $3,246+229.4% | $4,395+143.3% | $4,027+165.5% |
| Admin fee / account holder | $12,441 | $4,395+183.0% | $5,329+133.5% | $5,403+130.3% |