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 | $43,201 | $154,117-72.0% | $129,995-66.8% | $139,434-69.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 0.07% | 32.48%-32.4pp | -137.18%+137.3pp | 372.94%-372.9pp |
| Employer contribution / active EE | $2,287 | $5,289-56.8% | $4,320-47.1% | $4,751-51.9% |
| Participant deferral / active EE | $2,599 | $6,710-61.3% | $5,820-55.3% | $6,710-61.3% |
| Admin fee / account holder | $57,780 | $14,007+312.5% | $10,614+444.4% | $11,403+406.7% |