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 3-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 | $60,855 | $111,754-45.5% | $103,333-41.1% | $145,922-58.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.02% | 24.77%-24.7pp | 24.88%-24.9pp | 561.29%-561.3pp |
| Employer contribution / active EE | $2,542 | $4,212-39.7% | $3,868-34.3% | $4,660-45.4% |
| Participant deferral / active EE | $3,178 | $5,619-43.4% | $5,057-37.2% | $6,688-52.5% |
| Admin fee / account holder | $5,505 | $9,750-43.5% | $8,355-34.1% | $13,397-58.9% |