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 6-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 | $21,110 | $177,572-88.1% | $154,803-86.4% | $142,382-85.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | -0.68% | 65.07%-65.8pp | 58.88%-59.6pp | 217.08%-217.8pp |
| Employer contribution / active EE | $1,402 | $4,810-70.9% | $4,305-67.4% | $4,299-67.4% |
| Participant deferral / active EE | $10,067 | $6,272+60.5% | $5,540+81.7% | $6,507+54.7% |
| Admin fee / account holder | $3,024 | $16,786-82.0% | $14,329-78.9% | $12,624-76.0% |