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 | $19,946 | $100,852-80.2% | $90,404-77.9% | $158,922-87.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | -2.45% | 1724.20%-1726.7pp | 1293.02%-1295.5pp | 302.83%-305.3pp |
| Employer contribution / active EE | $1,230 | $3,689-66.6% | $3,262-62.3% | $4,761-74.2% |
| Participant deferral / active EE | $1,830 | $4,348-57.9% | $3,963-53.8% | $5,982-69.4% |
| Admin fee / account holder | $3,428 | $6,501-47.3% | $5,611-38.9% | $11,246-69.5% |